IYR vs XLRE: holdings overlap, shared companies and scores
As of October 9, 2026, IYR and XLRE overlap 79.6% by weight. iShares U.S. Real Estate ETF (IYR): U.S. real estate stocks. State Street Real Estate Select Sector SPDR ETF (XLRE): U.S. real estate sector.
Updated October 9, 2026
Where IYR and XLRE 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.
XLRE trades at 31.4 times earnings, against its own median of 34.8, and is cheaper than 86% of its own last 9 years.
What moved IYR and XLRE 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.
XLRE rose 2.0% in the week to October 9, 2026. The holdings that moved it most were Crown Castle (+19.9%), American Tower (+12.4%) and SBA Communications (+15.1%); Welltower (−1.0%) pushed the other way.
What do IYR and XLRE each hold?
53% of IYR is its ten largest holdings.
60% of XLRE is its ten largest holdings.
How much do IYR and XLRE overlap? 79.6% by weight
As of October 9, 2026, IYR and XLRE overlap 79.6% by weight.
80% of IYR is already inside XLRE.
100% of XLRE is already inside IYR.
IYR holds 61 companies and XLRE holds 30; 30 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 XLRE? 2.6 and 2.8 out of 10
As of October 9, 2026, ETF Copilot scores IYR 2.6 out of 10 and XLRE 2.8 out of 10.
They differ most on Value: IYR 6.3 and XLRE 7.0.
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 | XLRE |
|---|---|---|
| Growth | 0.1 | 0.4 |
| Value | 6.3 | 7.0 |
| Risk | 3.9 | 3.7 |
| Quality | 3.7 | 3.5 |
| Return | 1.1 | 1.4 |
XLRE 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, XLRE charges 0.08% a year, yields 3.45% and holds $7.7B in assets across 30 positions.
| Measure | IYR | XLRE |
|---|---|---|
| Expense ratio | 0.37% | 0.08% |
| Dividend yield | 2.48% | 3.45% |
| Assets under management | $4.0B | $7.7B |
| Holdings | 61 | 30 |
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 XLRE holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/iyr-vs-xlre
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