Compare · 2 funds side by side · dividends reinvested

IYR and XLRE

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,775XLRE · best of the two

02 / 04

IYR and XLRE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Real Estate Select Sector SPDR ETFSectors · Real estate0.08%3.30%+10.8%+10.5%+14.4%+1.5%−11.1%14.2%$8.3B1.1

iShares U.S. Real Estate ETFSectors · Real estate0.37%2.37%+9.1%+9.2%+13.8%+0.8%−11.8%14.0%$4.0B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: IYR 2000 · XLRE 2015

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Real Estate ETF · $4.0B$10,398

IYR

XLRE

State Street Real Estate Select Sector SPDR ETF · $8.3B$10,775

$10,000 five years ago, dividends reinvested · they hold 80.1% in common

IYRMeasureXLRE

+9.1%Year to dateJan 1 → Nov 3+10.8%

+9.2%1 yearTotal return+10.5%

+13.8%3 years · per year$10,000 became $14,739 · $14,961+14.4%

+0.8%5 years · per year$10,000 became $10,398 · $10,775+1.5%

0.37%Expense ratio$37 · $8 a year on $10k · lower is better0.08%

2.37%Trailing 12-mo yield$237 · $330 a year on $10k3.30%

−11.8%Worst dropSmaller is better−11.1%

14.0%VolatilityLower is calmer14.2%

IYRXLRE Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7XLRE wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IYR vs XLRE: Top 5 Holdings

Today

IYR

33.1%in top 5

XLRE

in top 537.0%

IYRStockXLRE

10.0%WELL11.3%

8.7%PLD8.2%

4.6%EQIX6.9%

5.0%AMT5.8%

not top 5PSA4.9%

4.8%SPGnot top 5

Held in common80.1%

End-of-day Nov 3, 2026 · share of each fund

IYR vs XLRE Returns, Every Period

iSharesIYR

+0.8%

5 years, per year

XLRESPDR

+1.5%

5 years, per year

IYRXLREFaded: behind in that period

0–4XLRE wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IYR vs XLRE

YTD

iSharesIYR

+9.1%

XLRESPDR

+10.8%

+9.1%Year to date+10.8%

−11.8%Worst drop · 1Y−11.1%

14.0%Volatility · 1Y14.2%

2.4%Yield3.3%

$4.0BAssets$8.3B

3–1XLRE wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IYR, XLRE

Today

0.08%lowest, XLRE

FundExpense ratioFee$10k

XLRE0.08%$8

IYR0.37%$37

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IYR, XLRE

3.30%highest, XLRE

FundTrailing yieldYield$10k

XLRE3.30%$330

IYR2.37%$237

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$322most kept, XLRE

XLRE$330 − $8 = $322

IYR$237 − $37 = $200

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IYR, XLRE

Today

80.1%most shared, IYR and XLRE

IYRXLRE

IYR—80.1%

XLRE80.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.5%XLRE, at 14.2% volatility

IYRWorst drop−11.8%14.0% vol

XLREWorst drop−11.1%14.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

XLREIYR

+10.8%Year to date+9.1%

3.3%Yield2.4%

+10.5%Past year+9.2%

0.08%Fee0.37%

4–0XLRE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026