Which returned more over the last year, IYR or URTH?

In the year to Oct 28, 2026, with distributions reinvested, IYR returned +3.4% and URTH +13.1%.

Which is cheaper, IYR or URTH?

URTH is cheaper, by 0.13 percentage points a year. That is about $13 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do IYR and URTH overlap with the S&P 500?

By their latest filed holdings, 80% of IYR and 69% of URTH by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IYR vs URTH: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IYR returned +3.4% to URTH's +13.1%; 1% of their weight is in the same names.

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Net assets on Oct 28, 2026: $3.9bn for iShares U.S. Real Estate ETF and $8.9bn for iShares MSCI World ETF.

IYR on its own →URTH on its own →

At a glance

+3.4%

IYR total return, 1 year

+13.1%

URTH total return, 1 year

0.37%

IYR expense ratio

0.24%

URTH expense ratio

Pair scorecard

URTH costs 0.13 points a year less; their one-year returns differ by 9.7 points; URTH is 2.3 times larger.

IYR vs URTH: Differences, Returns & Fees
Measure	IYR	URTH
Return
Measure	IYR	URTH
Total return, 1 year	+3.4%	+13.1%
Drawdown
Measure	IYR	URTH
Below its high	8.6%, high on Jul 28, 2026
Benchmark
Measure	IYR	URTH
What it tracks	Dow Jones U.S. Real Estate Capped Index	MSCI World Index
Cost and size
Measure	IYR	URTH
Expense ratio	0.37%	0.24%
Net assets	$3.9bn	$8.9bn
Holdings
Measure	IYR	URTH
Holdings in common	1%
Top ten holdings, share of the fund	52.5%	27.2%

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

What they share

By the books each fund has filed, IYR and URTH hold 1% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

1% in common

Positions both hold · largest shared weight first IYR URTH

WELLTOWER 9.85% 0.18%

PROLOGIS REIT 8.77% 0.13%

EQUINIX REIT 4.57% 0.11%

AMERICAN TOWER REIT 4.96% 0.09%

SIMON PROPERTY GROUP REIT INC 4.71% 0.08%

DIGITAL REALTY TRUST REIT 4.54% 0.07%

PUBLIC STORAGE REIT 4.10% 0.06%

REALTY INCOME REIT 4.19% 0.06%

VIVMARK RESIDENTIAL 3.51% 0.05%

CBRE GROUP CLASS A 2.71% 0.04%

CROWN CASTLE INC 2.92% 0.04%

IRON MOUNTAIN INC 2.68% 0.04%

Only in one fund ↓

Only in IYR

HOST HOTELS & RESORTS REIT 1.35%

OMEGA HEALTHCARE INVESTORS REIT 1.09%

JONES LANG LASALLE 1.08%

LAMAR ADVERTISING COMPANY CLAS 1.05%

HEALTHPEAK PROPERTIES INC 1.02%

COSTAR GROUP 1.01%

EQUITY LIFESTYLE PROPERTIES REIT I 0.90%

GAMING AND LEISURE PROPERTIES REIT 0.88%

Only in URTH

APPLE 5.60%

NVIDIA 5.50%

MICROSOFT 4.12%

AMAZON.COM INC 2.69%

ALPHABET CLASS A 2.07%

BROADCOM INC 1.70%

ALPHABET CLASS C 1.62%

META PLATFORMS CLASS A 1.49%

Check overlap with more funds →

Side by side

IYR iShares U.S. Real Estate ETF URTH iShares MSCI World ETF

Where it sits Stock ETF Stock ETF

Issuer iShares iShares

What it is Tracks an index of U.S. Real Estate Tracks the MSCI World

Total return, 1 year +3.4% +13.1%

Its benchmark over the same days not measured +13.4% (ACWI)

Gap to its benchmark not measured −0.3 pts vs ACWI

Expense ratio 0.37% 0.24%

Already in the S&P 500 80.0% 69.1%

Holdings 59 1254

Net assets $3.9bn $8.9bn

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

Alert

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.

URTH

URTH tracks the MSCI World. Over the year to Oct 28, 2026 it returned +13.1% with distributions reinvested, against +13.4% for its benchmark, the MSCI All Country World Index. The prospectus expense ratio is 0.24% a year. By its holdings published by its issuer for Oct 27, 2026, 69% of the fund by weight is stocks the S&P 500 also holds, across 1,254 positions, with the top ten at 27.2%.

Questions people ask

Which returned more over the last year, IYR or URTH?: In the year to Oct 28, 2026, with distributions reinvested, IYR returned +3.4% and URTH +13.1%.
Which is cheaper, IYR or URTH?: URTH is cheaper, by 0.13 percentage points a year. That is about $13 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IYR and URTH overlap with the S&P 500?: By their latest filed holdings, 80% of IYR and 69% of URTH by weight is stocks the S&P 500 already holds.

Other comparisons

IYR vs VT ACWI vs IYR IYR vs VPL AVDV vs IYR SCHH vs URTH URTH vs VNQ URTH vs XLRE KRE vs URTH

Where to next

IYR on its own →URTH on its own →Hold both: look the portfolio through →Rankings →IYR dividend history →IYR holdings →URTH dividend history →URTH holdings →Standards and sources →

Sources and dates

IYR filings on SEC EDGAR ↗

IYR prospectus with the expense ratio (SEC) ↗

iShares page for IYR ↗

URTH filings on SEC EDGAR ↗

URTH prospectus with the expense ratio (SEC) ↗

iShares page for URTH ↗

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.

Cite this pageCitation, APA and Markdown

ETFIQ, IYR against URTH, data as of Oct 28, 2026. https://etfiq.com/compare/any/iyr-vs-urth

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