IYR vs USRT — stock comparison tool

IYR currently yields 2.43% TTM versus USRT at 2.80%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

IYRUSRT
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
IYR
USRT

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

IYR Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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USRT Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
IYR$98.00
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iShares U.S. Real Estate ETF

USRT$62.71
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iShares Core U.S. REIT ETF

Dividend Information

Dividend Yield
2.43%
2.80%
Annual Dividend
$2.39
$1.75
Dividend Growth (5yr)
-
-
Years of Growth
0
1
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

IYR

58 holdings
Real Estate99.45%
Health Care REITs18.13%
Retail Reits13.52%
Industrial REITs11.55%
Telecom Tower REITs9.31%
Data Center REITs9.02%
Multi-Family Residential REITs7.47%
Self Storage REITs6.92%
Other Specialized REITs6.60%
Real Estate Services5.58%
Single-Family Residential REITs3.99%
Other10.36%

Top 10 holdings

NameWeight
WELLWELLTOWER10.33%
PLDPROLOGIS REIT8.76%
AMTAMERICAN TOWER REIT5.03%
SPGSIMON PROPERTY GROUP REIT INC4.57%
EQIXEQUINIX REIT4.55%
DLRDIGITAL REALTY TRUST REIT4.47%
OREALTY INCOME REIT4.17%
PSAPUBLIC STORAGE REIT3.95%
EQRVIVMARK RESIDENTIAL3.52%
VMRKVIVMARK RESIDENTIAL3.48%
Top 1052.82%

USRT

123 holdings
Real Estate99.49%
Health Care REITs19.94%
Retail Reits17.31%
Industrial REITs11.72%
Data Center REITs10.50%
Multi-Family Residential REITs8.96%
Other Specialized REITs8.81%
Self Storage REITs7.71%
Single-Family Residential REITs4.74%
Hotel & Resort REITs3.88%
Office REITs3.63%
Other3.31%

Top 10 holdings

NameWeight
WELLWELLTOWER9.26%
PLDPROLOGIS REIT6.98%
EQIXEQUINIX REIT6.10%
SPGSIMON PROPERTY GROUP REIT INC4.56%
DLRDIGITAL REALTY TRUST REIT4.34%
PSAPUBLIC STORAGE REIT4.21%
EQRVIVMARK RESIDENTIAL4.21%
OREALTY INCOME REIT4.07%
VMRKVIVMARK RESIDENTIAL3.91%
VTRVENTAS REIT3.91%
Top 1051.54%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

135049
IYRSharedUSRT

Overlap by weight

84%

Share of portfolio weight that appears in both funds.

# overlapping holdings

50

IYR: 79% also in USRTUSRT: 51% also in IYR

USRT: showing top 99 holdings by weight (of 123). Overlap counts use this top slice, not the full fund book.

Sector drift (IYR vs USRT)

Left = heavier in IYR. Right = heavier in USRT.

IYR overweight (left)USRT overweight (right)
50 shown

Overlapping tickers

WELL		10.3%9.3%9.3%
PLD		8.8%7.0%7.0%
SPG		4.6%4.6%4.6%
EQIX		4.5%6.1%4.5%
DLR		4.5%4.3%4.3%
O		4.2%4.1%4.1%
PSA		3.9%4.2%3.9%
EQR		3.5%4.2%3.5%
VMRK		3.5%3.9%3.5%
VTR		3.4%3.9%3.4%

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IYR vs USRT Dividend Comparison | DRIP Tool | Dividend Wealth