IYR vs XLRE — stock comparison tool

IYR currently yields 2.43% TTM versus XLRE at 3.40%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

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

*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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XLRE 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
—

iShares U.S. Real Estate ETF

XLRE$42.38
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State Street Real Estate Select Sector SPDR ETF

Dividend Information

Dividend Yield
2.43%
3.40%
Annual Dividend
$2.39
$1.44
Dividend Growth (5yr)
-
-
Years of Growth
0
0
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%

XLRE

30 holdings
Real Estate100.00%
Basic Materials1.76%
Cash & Others0.33%

Top 10 holdings

NameWeight
WELLWELLTOWER INC11.64%
PLDPROLOGIS INC8.16%
EQIXEQUINIX INC6.66%
AMTAMERICAN TOWER CORP5.90%
EQREQUITY RESIDENTIAL4.75%
PSAPUBLIC STORAGE4.67%
SPGSIMON PROPERTY GROUP INC4.61%
VTRVENTAS INC4.40%
VMRKVIVMARK RESIDENTIAL4.36%
CBRECBRE GROUP INC A4.31%
Top 1059.46%

Overlap & differences

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

31322
IYRSharedXLRE

Overlap by weight

85%

Share of portfolio weight that appears in both funds.

# overlapping holdings

32

IYR: 51% also in XLREXLRE: 94% also in IYR

Sector drift (IYR vs XLRE)

Left = heavier in IYR. Right = heavier in XLRE.

IYR overweight (left)XLRE overweight (right)
32 shown

Overlapping tickers

WELL		10.3%11.6%10.3%
PLD		8.8%8.2%8.2%
AMT		5.0%5.9%5.0%
SPG		4.6%4.6%4.6%
EQIX		4.5%6.7%4.5%
DLR		4.5%4.3%4.3%
O		4.2%4.3%4.2%
PSA		3.9%4.7%3.9%
EQR		3.5%4.8%3.5%
VMRK		3.5%4.4%3.5%

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IYR vs XLRE Dividend Comparison | DRIP Tool | Dividend Wealth