Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.
IYR vs VEA: how they differ
IYR and VEA hold 0% of their weight in the same names, and VEA returned more over the year.
iShares U.S. Real Estate ETF and Vanguard Developed Markets Index Fund.
What they hold in common
By the books each fund has filed, IYR and VEA hold 0% of their money in the same securities at the same weight.
| Only in IYR | Only in VEA |
|---|---|
| WELLTOWER 11.49% | ASML Holding NV 2.37% |
| PROLOGIS REIT 8.99% | Samsung Electronics Co Ltd 1.56% |
| DIGITAL REALTY TRUST REIT 4.86% | SK hynix Inc 1.40% |
| EQUINIX REIT 4.57% | HSBC Holdings PLC 1.01% |
| SIMON PROPERTY GROUP REIT INC 4.46% | Novartis AG 0.91% |
| REALTY INCOME REIT 4.19% | Royal Bank of Canada 0.90% |
| AMERICAN TOWER REIT 4.16% | AstraZeneca PLC 0.87% |
| PUBLIC STORAGE REIT 3.73% | Nestle SA 0.82% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and Sep 10, 2026.
| IYR iShares U.S. Real Estate ETF | VEA Vanguard Developed Markets Index Fund | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | Vanguard |
| What it is | U.S. Real Estate | Developed markets ex US |
| Total return, 1 year | +4.7% | +24.5% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −12.8 pts | +7.0 pts |
| Expense ratio | 0.37% | 0.03% |
| Already in the S&P 500 | 80.4% | 0.0% |
| Holdings | 63 | 3870 |
IYR in plain words
IYR is an index equity fund tracking the U.S. Real Estate. Over the year to Sep 11, 2026 it returned +4.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.37% a year. By its holdings filed for Sep 10, 2026, 80% of the fund by weight is stocks the S&P 500 also holds, across 63 positions, with the top ten at 53.4%. It sat 6.1% below its high of Jul 28, 2026 on Sep 11, 2026.
VEA in plain words
VEA is an index equity fund tracking the Developed markets ex US. Over the year to Sep 11, 2026 it returned +24.5% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.03% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 3870 positions, with the top ten at 13.2%.
Questions people ask
- Which returned more over the last year, IYR or VEA?
- In the year to Sep 13, 2026, with distributions reinvested, IYR returned +4.7% and VEA returned +24.5%, so VEA returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IYR or VEA?
- IYR charges 0.37% a year and VEA charges 0.03%, so VEA is cheaper. Fees come from each fund's prospectus.
- How much do IYR and VEA overlap with the S&P 500?
- By their latest filed holdings, 80% of IYR and 0% of VEA by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.
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Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, IYR against VEA, data as of Sep 13, 2026. https://etfiq.com/compare/any/iyr-vs-vea Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources