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Data as of Oct 28, 2026.

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IYR vs SPYM: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IYR returned +3.4% to SPYM's +13.7%; 2% 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 $185.0bn on Oct 27, 2026 for State Street SPDR Portfolio S&P 500 ETF.

IYR on its own →SPYM on its own →
At a glance
+3.4%
IYR total return, 1 year
+13.7%
SPYM total return, 1 year
0.37%
IYR expense ratio
0.02%
SPYM expense ratio

Pair scorecard

SPYM costs 0.35 points a year less; their one-year returns differ by 10.3 points; SPYM is far larger, $183.4bn against $4.0bn.

IYR vs SPYM: Differences, Returns & Fees
MeasureIYRSPYM
Return
Total return, 1 year+3.4%+13.7%
Drawdown
Below its high8.6%, high on Jul 28, 2026
Benchmark
What it tracksDow Jones U.S. Real Estate Capped IndexS&P 500 Index
Cost and size
Expense ratio0.37%0.02%
Net assets, as of Oct 26, 2026$4.0bn$183.4bn
Holdings
Holdings in common2%
Top ten holdings, share of the fund52.5%38.1%

Holdings in common uses holdings dated Oct 27, 2026. Method

What they share

2%

By the books each fund has filed, IYR and SPYM hold 2% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

0 half 100%

half

2% in common

Positions both hold · largest shared weight first IYR SPYM
WELLTOWER 9.85% 0.24%
PROLOGIS REIT 8.77% 0.18%
EQUINIX REIT 4.57% 0.15%
AMERICAN TOWER REIT 4.96% 0.13%
SIMON PROPERTY GROUP REIT INC 4.71% 0.10%
DIGITAL REALTY TRUST REIT 4.54% 0.10%
REALTY INCOME REIT 4.19% 0.08%
PUBLIC STORAGE REIT 4.10% 0.08%
VIVMARK RESIDENTIAL 3.51% 0.07%
VENTAS REIT 3.34% 0.06%
CROWN CASTLE INC 2.92% 0.06%
CBRE GROUP CLASS A 2.71% 0.05%
Only in one fund ↓
Only in IYR
W. P. CAREY REIT 1.13%
OMEGA HEALTHCARE INVESTORS REIT 1.09%
SUN COMMUNITIES REIT INC 1.09%
ANNALY CAPITAL MANAGEMENT REIT 1.08%
JONES LANG LASALLE 1.08%
LAMAR ADVERTISING COMPANY CLAS 1.05%
EQUITY LIFESTYLE PROPERTIES REIT I 0.90%
GAMING AND LEISURE PROPERTIES REIT 0.88%
Only in SPYM
NVIDIA CORP 7.92%
APPLE INC 7.61%
MICROSOFT CORP 5.92%
AMAZON.COM INC 3.73%
ALPHABET INC CL A 2.83%
BROADCOM INC 2.44%
ALPHABET INC CL C 2.26%
META PLATFORMS INC CLASS A 2.05%
Check overlap with more funds →

Side by side

IYR iShares U.S. Real Estate ETF SPYM State Street SPDR Portfolio S&P 500 ETF
Where it sits Stock ETF Stock ETF
Issuer iShares State Street
What it is Tracks an index of U.S. Real Estate Tracks the S&P 500
Total return, 1 year +3.4% +13.7%
Its benchmark over the same days not measured +13.7% (IVV)
Gap to its benchmark not measured 0.0 pts vs IVV
Expense ratio 0.37% 0.02%
Already in the S&P 500 80.0% 99.8%
Holdings 59 506
Net assets, IYR as of Oct 28, 2026 and SPYM as of Oct 27, 2026 $3.9bn $185.0bn
Former ticker none SPLG

IYR and SPYM on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

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About each fund
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.

SPYM

SPYM tracks the S&P 500. Over the year to Oct 28, 2026 it returned +13.7% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.02% 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 506 positions, with the top ten at 38.1%.

Questions people ask

Which returned more over the last year, IYR or SPYM?
In the year to Oct 28, 2026, with distributions reinvested, IYR returned +3.4% and SPYM +13.7%.
Which is cheaper, IYR or SPYM?
SPYM is cheaper, by 0.35 percentage points a year. That is about $35 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IYR and SPYM overlap with the S&P 500?
By their latest filed holdings, 80% of IYR and 100% of SPYM by weight is stocks the S&P 500 already holds.
Other comparisons
IYR vs VIGITOT vs IYRIYR vs SCHXIYR vs QUALSCHH vs SPYMSPYM vs VNQSPYM vs XLREKRE vs SPYM
Where to next
IYR on its own →SPYM on its own →Hold both: look the portfolio through →Rankings →IYR dividend history →IYR holdings →SPYM dividend history →SPYM holdings →Standards and sources →
Sources and dates
IYR filings on SEC EDGAR ↗
IYR prospectus with the expense ratio (SEC) ↗
iShares page for IYR ↗
SPYM filings on SEC EDGAR ↗
SPYM prospectus with the expense ratio (SEC) ↗
State Street website ↗

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 SPYM, data as of Oct 28, 2026. https://etfiq.com/compare/any/iyr-vs-spym

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.