Data as of Oct 28, 2026.
IYR vs VOE: Differences, Returns & Fees
Over the year to Oct 28, 2026, IYR returned +3.4% to VOE's +22.8%; 5% of their weight is in the same names.
askIQ about this page
askIQ about IYR and VOE
Net assets: $3.9bn on Oct 28, 2026 for iShares U.S. Real Estate ETF, and $22.8bn on Sep 30, 2026 for Vanguard Morningstar Mid-Cap Value ETF.
Pair scorecard
VOE costs 0.32 points a year less; their one-year returns differ by 19.4 points; VOE is 5.4 times larger.
| Measure | IYR | VOE |
|---|---|---|
| Return | ||
| Total return, 1 year | +3.4% | +22.8% |
| Drawdown | ||
| Below its high | 8.6%, high on Jul 28, 2026 | |
| Benchmark | ||
| What it tracks | Dow Jones U.S. Real Estate Capped Index | Morningstar US Mid Cap Value Index |
| Cost and size | ||
| Expense ratio | 0.37% | 0.05% |
| Net assets, as of Sep 30, 2026 | $4.2bn | $22.8bn |
| Holdings | ||
| Holdings in common | 5% | |
| Top ten holdings, share of the fund | 52.5% | 14.0% |
Holdings in common uses holdings dated Sep 30, 2026 and Oct 27, 2026. Method
What they share
By the books each fund has filed, IYR and VOE hold 5% of their money in the same securities at the same weight. Holdings dated Sep 30, 2026 and Oct 27, 2026.
half
5% in common
Only in one fund ↓
Side by side
IYR and VOE on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
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.
VOE
VOE tracks an index of Mid-Cap Value. Over the year to Oct 28, 2026 it returned +22.8% with distributions reinvested. The prospectus expense ratio is 0.05% a year. By its holdings published by its issuer as of Sep 30, 2026, 96% of the fund by weight is stocks the S&P 500 also holds, across 169 positions, with the top ten at 14.0%.
Questions people ask
- Which returned more over the last year, IYR or VOE?
- In the year to Oct 28, 2026, with distributions reinvested, IYR returned +3.4% and VOE +22.8%.
- Which is cheaper, IYR or VOE?
- VOE is cheaper, by 0.32 percentage points a year. That is about $32 on $10,000 held for a year. Fees come from each fund's prospectus.
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 VOE, data as of Oct 28, 2026. https://etfiq.com/compare/any/iyr-vs-voe
ETFIQ. (Oct 28, 2026). IYR against VOE. Retrieved from https://etfiq.com/compare/any/iyr-vs-voe
[IYR against VOE (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/iyr-vs-voe)
Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.