IYR vs SHY

iShares US Real Estate ETF vs iShares 1-3 Year Treasury Bond ETF

Quick take
  • SHY has the lower expense ratio at 0.15% vs 0.38% for IYR.
  • SHY pays a higher dividend yield (3.72%).

Side-by-side metrics

MetricIYRSHY
Expense ratio
Annual fee. Lower is better.
0.38%0.15%
Dividend yield
Trailing 12-month yield.
2.19%3.72%
AUM
Assets under management — bigger funds are typically more liquid.
$4.09B$25.08B
YTD return
10.31%0.54%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
1.070.24
P/E ratio
28.723,737.73
Last price
$102.56$82.23
Inception
Issuer
iSharesiShares

IYR top holdings

Top holdings · IYR
WELLWelltower Inc10.14%
PLDPrologis Inc9.14%
EQIXEquinix Inc4.80%
DLRDigital Realty Trust Inc4.78%
SPGSimon Property Group Inc4.63%
AMTAmerican Tower Corp4.31%
ORealty Income Corp4.28%
PSAPublic Storage3.52%
VTRVentas Inc3.08%
CBRECBRE Group Inc Class A3.06%
Sector breakdown · IYR
Real Estate99.3%
Communication Services0.7%

SHY top holdings

Holdings data unavailable for SHY.

About IYR

IYR (iShares US Real Estate ETF) is US real estate companies and REITs. Managed by iShares, the fund carries $4.1B in assets under management, an expense ratio of 0.38%, a dividend yield of 2.19%. Its largest holding is Welltower Inc (WELL), which represents 10.1% of the portfolio. Real Estate is the fund's largest sector exposure at 99.3%.

About SHY

SHY (iShares 1-3 Year Treasury Bond ETF) is Short-term US Treasuries (1-3 years). Managed by iShares, the fund carries $25.1B in assets under management, an expense ratio of 0.15%, a dividend yield of 3.72%.