Get the weekly note

Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

IYR vs VNQ: how they differ

IYR and VNQ hold 0% of their weight in the same names, and VNQ returned more over the year.

iShares U.S. Real Estate ETF and Vanguard Real Estate Index Fund.

What they hold in common

By the books each fund has filed, IYR and VNQ hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in IYROnly in VNQ
WELLTOWER 11.49%Vanguard Real Estate II Index Fund 14.67%
PROLOGIS REIT 8.99%Welltower Inc 7.86%
DIGITAL REALTY TRUST REIT 4.86%Prologis Inc 7.02%
EQUINIX REIT 4.57%Equinix Inc 5.66%
SIMON PROPERTY GROUP REIT INC 4.46%American Tower Corp 4.55%
REALTY INCOME REIT 4.19%Digital Realty Trust Inc 3.67%
AMERICAN TOWER REIT 4.16%Simon Property Group Inc 3.54%
PUBLIC STORAGE REIT 3.73%Realty Income Corp 3.12%

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 Apr 30, 2026 and Sep 10, 2026.

IYR and VNQ on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
IYR
iShares U.S. Real Estate ETF
VNQ
Vanguard Real Estate Index Fund
Where it sitsCore index fundCore index fund
IssueriSharesVanguard
What it isU.S. Real EstateUS real estate
Total return, 1 year+4.7%+5.6%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−12.8 pts−11.9 pts
Expense ratio0.37%0.13%
Already in the S&P 50080.4%63.3%
Holdings63146

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.

VNQ in plain words

VNQ is an index equity fund tracking the US real estate. Over the year to Sep 11, 2026 it returned +5.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.13% a year. By its holdings filed for Apr 30, 2026, 63% of the fund by weight is stocks the S&P 500 also holds, across 146 positions, with the top ten at 54.9%.

Questions people ask

Which returned more over the last year, IYR or VNQ?
In the year to Sep 13, 2026, with distributions reinvested, IYR returned +4.7% and VNQ returned +5.6%, so VNQ returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IYR or VNQ?
IYR charges 0.37% a year and VNQ charges 0.13%, so VNQ is cheaper. Fees come from each fund's prospectus.
How much do IYR and VNQ overlap with the S&P 500?
By their latest filed holdings, 80% of IYR and 63% of VNQ 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.

Other comparisons

Where to next

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.

IYR against VNQ, ETFIQ, data as of Sep 13, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, IYR against VNQ, data as of Sep 13, 2026. https://etfiq.com/compare/any/iyr-vs-vnq Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources