IJR vs IYR
iShares Core S&P Small-Cap ETF vs iShares U.S. Real Estate ETF
Last updated: 2026-04-02
iShares Core S&P Small-Cap ETF (IJR) is an exchange-traded fund issued by iShares that provides exposure to small-cap U.S. equities with higher growth potential and volatility. It charges a low expense ratio of 0.06%. The fund offers a moderate dividend yield of 1.28%. Launched in 2000, the fund has a 26-year track record.
iShares U.S. Real Estate ETF (IYR) is an exchange-traded fund issued by iShares that provides exposure to U.S. real estate investment trusts (REITs) and real estate companies. It charges an above-average expense ratio of 0.38%. The fund offers a moderate dividend yield of 2.37%. Launched in 2000, the fund has a 26-year track record.
Quick Verdict
IJR is significantly cheaper at 0.06% vs 0.38% expense ratio, saving you approximately $628 per $10,000 invested over 10 years. Over the past year, IJR has significantly outperformed with a 19.2% return vs -1.0%. Income investors may prefer IYR for its higher yield (2.4% vs 1.3%).
Key Metrics
Performance Chart
Indexed to 100 at start (5-year comparison)
Performance Comparison
Fee Impact Over Time
Estimated fee cost difference assuming 8% annual returns
Risk Metrics
Based on 5 years of daily returns
Dividend Comparison
Top Holdings
0 of top 10 holdings overlap (0% overlap in top holdings)
IJR Top Holdings
| Name | Weight |
|---|---|
| BLK CSH FND TREASURY SL AGENCYXTSLA | 1.37% |
| Eastman Chemical CompanyEMN | 0.54% |
| Viavi Solutions Inc.VIAV | 0.53% |
| Argan, Inc.AGX | 0.52% |
| Primoris Services CorporationPRIM | 0.52% |
| FormFactor, Inc.FORM | 0.51% |
| Element Solutions IncESI | 0.51% |
| LKQ CorporationLKQ | 0.50% |
| SM Energy CompanySM | 0.49% |
| ESCO Technologies Inc.ESE | 0.48% |
IYR Top Holdings
| Name | Weight |
|---|---|
| Welltower Inc.WELL | 10.03% |
| Prologis, Inc.PLD | 9.11% |
| Equinix, Inc.EQIX | 4.68% |
| Digital Realty Trust, Inc.DLR | 4.59% |
| Simon Property Group, Inc.SPG | 4.50% |
| Realty Income CorporationO | 4.44% |
| American Tower CorporationAMT | 4.39% |
| Public StoragePSA | 3.40% |
| Ventas, Inc.VTR | 3.15% |
| CBRE Group, Inc.CBRE | 3.10% |
Which One Should You Choose?
Choose IJR if...
you want the lowest fees and plan to buy and hold long-term. Over decades, the expense ratio difference compounds significantly.
Choose IJR if...
recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.
Choose IYR if...
you prioritize dividend income and want higher regular distributions from your portfolio.