Data as of Oct 28, 2026.
IYR vs SPYG: Differences, Returns & Fees
Over the year to Oct 28, 2026, IYR returned +3.4% to SPYG's +12.2%; 1% of their weight is in the same names.
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Net assets: $3.9bn on Oct 28, 2026 for iShares U.S. Real Estate ETF, and $55.9bn on Oct 27, 2026 for State Street SPDR Portfolio S&P 500 Growth ETF.
Pair scorecard
SPYG costs 0.33 points a year less; their one-year returns differ by 8.8 points; SPYG is 13.8 times larger.
| Measure | IYR | SPYG |
|---|---|---|
| Return | ||
| Total return, 1 year | +3.4% | +12.2% |
| Drawdown | ||
| Below its high | 8.6%, high on Jul 28, 2026 | 4.1%, high on Oct 6, 2026 |
| Benchmark | ||
| What it tracks | Dow Jones U.S. Real Estate Capped Index | S&P 500 Growth Index |
| Cost and size | ||
| Expense ratio | 0.37% | 0.04% |
| Net assets, as of Oct 26, 2026 | $4.0bn | $55.3bn |
| Holdings | ||
| Holdings in common | 1% | |
| Top ten holdings, share of the fund | 52.5% | 59.6% |
Holdings in common uses holdings dated Oct 27, 2026. Method
Risk and return
Oct 13, 2000 to Oct 23, 2026 · 1,358 weekly returnsIYR returned slightly more: +668.8% to +634.7%. SPYG swung less: 19.7% to 23.1%. SPYG fell less at its worst: −64.7% to −73.5%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | IYR | SPYG | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +668.8% | +634.7% | IYR (slight) | Price change plus distributions, reinvested. |
| Annualized | +8.1% | +7.9% | IYR (slight) | Total return as a yearly rate. |
| Price return | +174.5% | +457.3% | SPYG | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 23.1% | 19.7% | SPYG | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 16.1% | 14.0% | SPYG | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −73.5% | −64.7% | SPYG | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.38 | 0.40 | SPYG (slight) | Return above Treasury bills per unit of volatility. |
| Sortino | 0.54 | 0.56 | SPYG (slight) | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.11 | 0.12 | SPYG (slight) | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 1,358 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, IYR and SPYG hold 1% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
1% in common
Only in one fund ↓
Side by side
IYR and SPYG on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
IYR and SPYG do different jobs. What does each one do in a portfolio?
- What each follows. IYR follows Dow Jones U.S. Real Estate Capped Index and SPYG follows S&P 500 Growth Index.
- Holdings in common. 1% of the weight is in the same securities (holdings dated Oct 27, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 IYR returned +3.4% and SPYG +12.2% with distributions reinvested, a gap of 8.8 points.
Data as of Oct 28, 2026.
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IYR
IYR tracks an index of U.S. Real Estate. Over the year to Oct 28, 2026 it returned +3.4% with distributions reinvested. The prospectus expense ratio is 0.37% a year. By its holdings published by its issuer for Oct 27, 2026, 80% of the fund by weight is stocks the S&P 500 also holds, across 59 positions, with the top ten at 52.5%. It sat 8.6% below its high of Jul 28, 2026 on Oct 28, 2026.
SPYG
SPYG tracks the S&P 500 Growth. Over the year to Oct 28, 2026 it returned +12.2% with distributions reinvested, against +12.1% for its benchmark, the S&P 500 Growth Index. The prospectus expense ratio is 0.04% a year. By its holdings published by its issuer for Oct 27, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 152 positions, with the top ten at 59.6%. It sat 4.1% below its high of Oct 6, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, IYR or SPYG?
- In the year to Oct 28, 2026, with distributions reinvested, IYR returned +3.4% and SPYG +12.2%.
- Which is cheaper, IYR or SPYG?
- SPYG is cheaper, by 0.33 percentage points a year. That is about $33 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
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ETFIQ, IYR against SPYG, data as of Oct 28, 2026. https://etfiq.com/compare/any/iyr-vs-spyg
ETFIQ. (Oct 28, 2026). IYR against SPYG. Retrieved from https://etfiq.com/compare/any/iyr-vs-spyg
[IYR against SPYG (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/iyr-vs-spyg)
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