IYRvsJPREETF Comparison
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iShares U.S. Real Estate ETF (IYR) belongs to the US Real Estate segment. JPMorgan Realty Income ETF (JPRE) is part of the Uncategorized Equities segment. IYR's top 3 sector exposures are Real Estate, Financials and Industrials. In contrast, JPRE's top sector exposures are Real Estate, IYR is less expensive with a Total Expense Ratio (TER) of 0.38%, versus 0.71% for JPRE. IYR is up 7.61% year-to-date (YTD) with -$583M in YTD flows. JPRE performs better with 10.49% YTD performance, and +$20M in YTD flows. Run a side-by-side ETF comparison of IYR and JPRE 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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IYR vs JPRE performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IYR JPRE | +8.75%+8.49% | +5.22%+9.70% | +7.61%+10.49% | +11.17%+12.48% | +28.51%+30.91% | +16.47%n/a |
| Flows | IYR JPRE | -$220M-$5M | -$257M-$3M | -$583M+$20M | +$577M+$31M | +$814M-$41M | -$2.07B- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IYR JPRE | +14.84%+14.82% | +13.28%+13.25% | +16.76%+16.31% | +18.73%n/a |
| Max drawdown | IYR JPRE | -8.50%-7.59% | -8.50%-7.59% | -17.49%-16.14% | -33.67%n/a |
| Max drawdown duration | IYR JPRE | 44d57d | 44d57d | 141d513d | 1576dn/a |
Trading data
IYR | JPRE | |
Last sale 4/28/2026 at 1:30 PM | $101.74 | $51.46 |
| Previous close 04/28/2026 | $100.83 | $50.97 |
| Consolidated volume 04/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of March 31, 2026
1-year trailing difference
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JPRE
is actively managed and doesn’t replicate an indexIYR | JPRE | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 4/28/2026 at 1:30 PM
Live
Closed
IYR | JPRE | |
|---|---|---|
| Last price | $101.74 | $51.46 |
| 1D performance | +0.90% | +0.96% |
| AuM | $4.04 B | $481.23 M |
| E/R | 0.38% | 0.71% |
Characteristics
IYR | JPRE | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | J.P. Morgan Asset Management |
| Benchmark | Dow Jones U.S. Real Estate Capped Index | - |
| N° of holdings | 57 | 34 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 12, 2000 | May 20, 2022 |
| ESG | No | No |
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Exposure
Countries
IYR
USA
99.6%
Other
0.4%
JPRE
USA
100%
Other
-0%
Sectors
IYR
Real Estate
94.16%
Other
5.84%
JPRE
Real Estate
96.76%
Other
3.24%
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Diversification
IYR
Total weight of top 15 holdings out of 15
63.05%
JPRE
Total weight of top 15 holdings out of 15
76.05%
Top 15 holdings
Data as of March 31, 2026
IYR
WELLTOWER INC
9.96%
PROLOGIS REIT
9.18%
EQUINIX INC COMMON STOCK REIT
4.69%
DIGITAL REALTY REIT
4.63%
SIMON PROPERTY GROUP REIT
4.58%
REALTY INCOME REIT
4.40%
AMERICAN TOWER CL A REIT
4.39%
PUBLIC STORAGE REIT
3.40%
CBRE GROUP
3.13%
VENTAS REIT
3.09%
CROWN CASTLE INTERNATIONAL
2.82%
IRON MOUNTAIN
2.40%
VICI PROPERTIES INC
2.32%
EXTRA SPACE STORAGE REIT
2.21%
AVALONBAY COMMUNITIES REIT
1.84%
JPRE
WELLTOWER INC
12.05%
PROLOGIS REIT
9.55%
EQUINIX INC COMMON STOCK REIT
8.18%
AMERICAN TOWER CL A REIT
7.72%
VENTAS REIT
6.34%
DIGITAL REALTY REIT
5.94%
REGENCY CENTERS REIT
3.81%
SIMON PROPERTY GROUP REIT
3.33%
CROWN CASTLE INTERNATIONAL
3.30%
AGREE REALTY REIT
3.04%
UDR REIT
3.03%
HEALTHPEAK PROPERTIES INC
2.72%
MID AMERICA APARTMENT COMMUNITI REIT
2.58%
EASTGROUP PROPERTIES REIT
2.31%
EQUITY LIFESTYLE PROPERTIES REIT
2.15%
Frequently asked questions about IYR and JPRE
How have the IYR and JPRE ETFs performed in 2026?
As of April 27, 2026, IYR is up 7.61% year-to-date (YTD), while JPRE has returned 10.49%. That puts JPRE better performer ahead so far this year.
Which ETF is attracting more investor money: IYR or JPRE?
Year-to-date, the IYR ETF saw -$583M in flows, compared to +$20M for JPRE.
Which ETF is more volatile: IYR or JPRE?
Over the past year, IYR had a volatility of 13.28%, while JPRE experienced 13.25%.
Which ETF is bigger: IYR or JPRE?
As of April 27, 2026, IYR holds $4.04 B in assets under management (AUM), while JPRE manages $481.23 M.
What sectors do the IYR and JPRE ETFs invest in?
IYR leans toward sectors like Real Estate. Meanwhile, JPRE focuses on Real Estate.
What are the top holdings of the IYR ETF and JPRE ETF?
IYR top holdings include WELLTOWER INC, PROLOGIS REIT and EQUINIX INC COMMON STOCK REIT. JPRE holds in its top three: WELLTOWER INC, PROLOGIS REIT and EQUINIX INC COMMON STOCK REIT.
Which ETF is more diversified: IYR or JPRE?
IYR holds 62 securities with 63.05% of its assets in the top 15. JPRE has 37 securities and a top 15 weight of 76.05%.
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Latest news about IYR & JPRE
Exploring Sector Rotation: Value vs. Growth
August 5, 2024
IYR
Real Estate Sector Declines on Fed Minutes
May 27, 2024
IYR
Real Estate ETFs Hit Again by the Rise in Treasury Yields
April 15, 2024
IYR
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Real Estate Sector Hit by Stronger-Than-Expected Inflation Data
March 19, 2024
IYR
Real Estate Sector Hit by Stronger-Than-Expected Inflation Data
March 19, 2024
IYR
Real Estate Sector Gains Momentum After Dovish Fed Comments
December 19, 2023
IYR
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