IYR vs USRT: holdings overlap, shared companies and scores
As of October 9, 2026, IYR and USRT overlap 78.8% by weight. iShares U.S. Real Estate ETF (IYR): U.S. real estate stocks. iShares Core U.S. REIT ETF (USRT): US equity real estate trusts.
Updated October 9, 2026
Where IYR and USRT trade against their own history
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.
USRT trades at 29.2 times earnings, against its own median of 31.1, and is cheaper than 70% of its own last 9 years.
What moved IYR this week
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 IYR and USRT each hold?
53% of IYR is its ten largest holdings.
50% of USRT is its ten largest holdings.
How much do IYR and USRT overlap? 78.8% by weight
As of October 9, 2026, IYR and USRT overlap 78.8% by weight.
82% of IYR is already inside USRT.
86% of USRT is already inside IYR.
IYR holds 61 companies and USRT holds 126; 48 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 IYR and USRT? 2.6 and 3.0 out of 10
As of October 9, 2026, ETF Copilot scores IYR 2.6 out of 10 and USRT 3.0 out of 10.
They differ most on Return: IYR 1.1 and USRT 1.7.
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 | IYR | USRT |
|---|---|---|
| Growth | 0.1 | 0.3 |
| Value | 6.3 | 6.7 |
| Risk | 3.9 | 4.1 |
| Quality | 3.7 | 4.0 |
| Return | 1.1 | 1.7 |
USRT is the cheaper of the two at 0.08% a year
As of October 9, 2026, IYR charges 0.37% a year, yields 2.48% and holds $4.0B in assets across 61 positions.
As of October 9, 2026, USRT charges 0.08% a year, yields 2.86% and holds $4.1B in assets across 126 positions.
| Measure | IYR | USRT |
|---|---|---|
| Expense ratio | 0.37% | 0.08% |
| Dividend yield | 2.48% | 2.86% |
| Assets under management | $4.0B | $4.1B |
| Holdings | 61 | 126 |
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, “IYR vs USRT holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/iyr-vs-usrt
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