Data as of Oct 28, 2026.

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IYR vs VIG: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IYR returned +3.4% to VIG's +13.9%; 0% 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 $109.1bn on Sep 30, 2026 for Vanguard Div Appreciation ETF.

At a glance
+3.4%
IYR total return, 1 year
+13.9%
VIG total return, 1 year
0.37%
IYR expense ratio
0.04%
VIG expense ratio

Pair scorecard

VIG costs 0.33 points a year less; their one-year returns differ by 10.5 points; VIG is far larger, $109.1bn against $4.2bn.

IYR vs VIG: Differences, Returns & Fees
MeasureIYRVIG
Return
Total return, 1 year+3.4%+13.9%
Drawdown
Below its high8.6%, high on Jul 28, 2026
Benchmark
What it tracksDow Jones U.S. Real Estate Capped IndexS&P U.S. Dividend Growers Index
Cost and size
Expense ratio0.37%0.04%
Net assets, as of Sep 30, 2026$4.2bn$109.1bn
Holdings
Holdings in common0%
Top ten holdings, share of the fund52.5%34.5%

Holdings in common uses holdings dated Sep 30, 2026 and Oct 27, 2026. Method

What they share

0%

By the books each fund has filed, IYR and VIG hold 0% of their money in the same securities at the same weight. Holdings dated Sep 30, 2026 and Oct 27, 2026.

0 half 100%

half

0% in common

Positions both hold · largest shared weight first IYR VIG
Only in one fund ↓
Only in IYR
WELLTOWER 9.85%
PROLOGIS REIT 8.77%
AMERICAN TOWER REIT 4.96%
SIMON PROPERTY GROUP REIT INC 4.71%
EQUINIX REIT 4.57%
DIGITAL REALTY TRUST REIT 4.54%
REALTY INCOME REIT 4.19%
PUBLIC STORAGE REIT 4.10%
Only in VIG
Microsoft Corp 4.90%
Apple Inc 4.88%
Broadcom Inc 4.30%
Eli Lilly & Co 4.10%
JPMorgan Chase & Co 3.89%
ExxonMobil Holdings Corp 2.96%
Johnson & Johnson 2.83%
Visa Inc 2.53%
Check overlap with more funds →

Side by side

IYR iShares U.S. Real Estate ETF VIG Vanguard Div Appreciation ETF
Where it sits Stock ETF Stock ETF
What it is Tracks an index of U.S. Real Estate Tracks an index of Dividend growth
Total return, 1 year +3.4% +13.9%
Expense ratio 0.37% 0.04%
Already in the S&P 500 80.0% 92.6%
Holdings 59 335
Net assets, IYR as of Oct 28, 2026 and VIG as of Sep 30, 2026 $3.9bn $109.1bn

IYR and VIG 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.

VIG

VIG tracks an index of Dividend growth. Over the year to Oct 28, 2026 it returned +13.9% with distributions reinvested. The prospectus expense ratio is 0.04% a year. By its holdings published by its issuer as of Sep 30, 2026, 93% of the fund by weight is stocks the S&P 500 also holds, across 335 positions, with the top ten at 34.5%.

Questions people ask

Which returned more over the last year, IYR or VIG?
In the year to Oct 28, 2026, with distributions reinvested, IYR returned +3.4% and VIG +13.9%.
Which is cheaper, IYR or VIG?
VIG 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.
How much do IYR and VIG overlap with the S&P 500?
By their latest filed holdings, 80% of IYR and 93% of VIG by weight is stocks the S&P 500 already holds.
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ETFIQ, IYR against VIG, data as of Oct 28, 2026. https://etfiq.com/compare/any/iyr-vs-vig

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