IYGvsXLREETF Comparison
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iShares U.S. Financial Services ETF (IYG) belongs to the US Financials segment. State Street Real Estate Select Sector SPDR ETF (XLRE) is part of the US Real Estate segment. IYG's top 3 sector exposures are Finance, Technology and Business Services. In contrast, XLRE's top sector exposures are Finance, Technology IYG is more expensive with a Total Expense Ratio (TER) of 0.38%, versus 0.08% for XLRE. IYG is up 2.95% year-to-date (YTD) with +$43M in YTD flows. XLRE performs better with 15.6% YTD performance, and +$427M in YTD flows. Run a side-by-side ETF comparison of IYG and XLRE below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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IYG vs XLRE performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/29/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IYG XLRE | +4.35%+2.24% | +8.13%+6.20% | +2.95%+15.60% | +8.85%+11.14% | +74.99%+33.26% | +63.07%+17.39% |
| Flows | IYG XLRE | +$89M+$440M | -$2M+$594M | +$43M+$427M | +$125M+$497M | +$117M+$2.79B | -$753M+$4.75B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IYG XLRE | +14.61%+16.37% | +15.93%+14.34% | +17.73%+16.97% | +20.41%+19.19% |
| Max drawdown | IYG XLRE | -2.49%-3.45% | -15.91%-8.32% | -18.59%-16.56% | -29.58%-34.12% |
| Max drawdown duration | IYG XLRE | 7d33d | 189d44d | 127d441d | 797d1618d |
Trading data
IYG | XLRE | |
Last sale 7/30/2026 at 1:30 PM | $95.46 | $45.30 |
| Previous close 07/29/2026 | $94.44 | $45.96 |
| Consolidated volume 07/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
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IYG | XLRE | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/30/2026 at 1:30 PM
Live
Closed
IYG | XLRE | |
|---|---|---|
| Last price | $95.46 | $45.30 |
| 1D performance | +1.08% | -1.44% |
| AuM | $2.15 B | $8.83 B |
| E/R | 0.38% | 0.08% |
Characteristics
IYG | XLRE | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | State Street Investment Management |
| Benchmark | Dow Jones U.S. Financial Services Index | S&P Real Estate Select Sector Index |
| N° of holdings | 101 | 31 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 12, 2000 | October 7, 2015 |
| ESG | No | No |
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Exposure
Countries
IYG
USA
99.64%
Other
0.36%
XLRE
USA
100.39%
Other
-0.39%
Sectors
IYG
Finance
96.25%
Other
3.75%
XLRE
Finance
99.18%
Other
0.82%
Diversification
IYG
Total weight of top 15 holdings out of 15
72.88%
XLRE
Total weight of top 15 holdings out of 15
76.02%
Top 15 holdings
Data as of June 30, 2026
IYG
Berkshire Hathaway, Inc.
13.35%
JPMorgan Chase & Co.
12.76%
Visa, Inc.
8.29%
Mastercard, Inc.
6.03%
Bank of America Corp.
5.41%
The Goldman Sachs Group, Inc.
4.34%
Wells Fargo & Co.
3.68%
Morgan Stanley
3.65%
Citigroup, Inc.
3.47%
American Express Co.
2.62%
The Charles Schwab Corp.
2.20%
BlackRock, Inc.
2.02%
Capital One Financial Corp.
1.82%
S&P Global, Inc.
1.80%
The Bank of New York Mellon Corp.
1.44%
XLRE
Welltower, Inc.
11.11%
Prologis, Inc.
8.76%
Equinix, Inc.
7.12%
American Tower Corp.
5.28%
Simon Property Group, Inc.
5.03%
Digital Realty Trust, Inc.
4.61%
Realty Income Corp.
4.59%
Public Storage
4.52%
Ventas, Inc.
4.51%
CBRE Group, Inc.
4.12%
Iron Mountain, Inc.
3.93%
Crown Castle, Inc.
3.45%
Extra Space Storage, Inc.
3.21%
VICI Properties, Inc.
3.03%
AvalonBay Communities, Inc.
2.74%
Frequently asked questions about IYG and XLRE
How have the IYG and XLRE ETFs performed in 2026?
As of July 29, 2026, IYG is up 2.95% year-to-date (YTD), while XLRE has returned 15.6%. That puts XLRE better performer ahead so far this year.
Which ETF is attracting more investor money: IYG or XLRE?
Year-to-date, the IYG ETF saw +$43M in flows, compared to +$427M for XLRE.
Which ETF is more volatile: IYG or XLRE?
Over the past year, IYG had a volatility of 15.93%, while XLRE experienced 14.34%.
Which ETF is bigger: IYG or XLRE?
As of July 29, 2026, IYG holds $2.15 B in assets under management (AUM), while XLRE manages $8.83 B.
What sectors do the IYG and XLRE ETFs invest in?
IYG leans toward sectors like Finance. Meanwhile, XLRE focuses on Finance.
What are the top holdings of the IYG ETF and XLRE ETF?
IYG top holdings include Berkshire Hathaway, Inc., JPMorgan Chase & Co. and Visa, Inc.. XLRE holds in its top three: Welltower, Inc., Prologis, Inc. and Equinix, Inc..
Which ETF is more diversified: IYG or XLRE?
IYG holds 101 securities with 72.88% of its assets in the top 15. XLRE has 31 securities and a top 15 weight of 76.02%.
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Latest news about IYG & XLRE
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August 5, 2024
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Two Ways to Get Real Estate Income with ETFs
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Real Estate Sector Declines on Fed Minutes
May 27, 2024
XLRE
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Real Estate Sector Suffers Third Weekly Loss Amid Rising Treasury Yields
April 22, 2024
XLRE
Real Estate Sector Suffers Third Weekly Loss Amid Rising Treasury Yields
April 22, 2024
XLRE
Real Estate ETFs Hit Again by the Rise in Treasury Yields
April 15, 2024
XLRE
Real Estate Sector Hit by Stronger-Than-Expected Inflation Data
March 19, 2024
XLRE
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