IFRA vs IYR: holdings overlap, shared companies and scores
As of October 9, 2026, IFRA and IYR overlap 0.1% by weight. iShares U.S. Infrastructure ETF (IFRA): U.S. infrastructure owners and enablers. iShares U.S. Real Estate ETF (IYR): U.S. real estate stocks.
Updated October 9, 2026
Where IFRA and IYR trade against their own history
IFRA trades at 22.1 times earnings, against its own median of 17.8, and is more expensive than 92% of its own last 8 years.
IYR trades at 26.8 times earnings, against its own median of 31.3, and is cheaper than 90% of its own last 9 years.
What moved IFRA and IYR this week
IFRA rose 1.4% in the week to October 9, 2026. The holdings that moved it most were Constellation Energy (+15.8%), Vistra Energy (+15.3%) and Quanta Services (+4.3%); Caterpillar (−5.3%) pushed the other way.
IYR rose 1.4% in the week to October 9, 2026. The holdings that moved it most were American Tower (+12.4%), Crown Castle (+19.9%) and SBA Communications (+15.1%); Welltower (−1.0%) pushed the other way.
What do IFRA and IYR each hold?
What's inside IFRA: Tech 1%.
34% of IFRA is its ten largest holdings.
53% of IYR is its ten largest holdings.
How much do IFRA and IYR overlap? 0.1% by weight
As of October 9, 2026, IFRA and IYR overlap 0.1% by weight.
0% of IFRA is already inside IYR.
1% of IYR is already inside IFRA.
IFRA holds 165 companies and IYR holds 61; 2 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score IFRA and IYR? 4.8 and 2.6 out of 10
As of October 9, 2026, ETF Copilot scores IFRA 4.8 out of 10 and IYR 2.6 out of 10.
They differ most on Value: IFRA 0.6 and IYR 6.3.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | IFRA | IYR |
|---|---|---|
| Growth | 5.7 | 0.1 |
| Value | 0.6 | 6.3 |
| Risk | 7.0 | 3.9 |
| Quality | 4.3 | 3.7 |
| Return | 5.5 | 1.1 |
IFRA is the cheaper of the two at 0.30% a year
As of October 9, 2026, IFRA charges 0.30% a year, yields 1.77% and holds $4.0B in assets across 165 positions.
As of October 9, 2026, IYR charges 0.37% a year, yields 2.48% and holds $4.0B in assets across 61 positions.
| Measure | IFRA | IYR |
|---|---|---|
| Expense ratio | 0.30% | 0.37% |
| Dividend yield | 1.77% | 2.48% |
| Assets under management | $4.0B | $4.0B |
| Holdings | 165 | 61 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “IFRA vs IYR holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/ifra-vs-iyr
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