ETF Versus

IAU vs IYR

iShares Gold Trust vs iShares U.S. Real Estate ETF

Last updated: 2026-04-02

IAU iShares

iShares Gold Trust (IAU) is an exchange-traded fund issued by iShares that provides exposure to gold securities. It charges a moderate expense ratio of 0.25%. Launched in 2005, the fund has a 21-year track record.

AUM: $68.7B ER: 0.25% Yield: 0.00% Since: Jan 21, 2005
IYR iShares

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.

AUM: $3.9B ER: 0.38% Yield: 2.37% Since: Jun 12, 2000

Quick Verdict

IAU is significantly cheaper at 0.25% vs 0.38% expense ratio, saving you approximately $253 per $10,000 invested over 10 years. Over the past year, IAU has significantly outperformed with a 52.4% return vs -1.0%. Income investors may prefer IYR for its higher yield (2.4% vs 0.0%).

Key Metrics

Metric IAU IYR
Expense Ratio 0.25% 0.38%
Dividend Yield 0.0% 2.4%
Fund Family iShares iShares
Category Gold US Real Estate

Performance Chart

Indexed to 100 at start (5-year comparison)

75 120 165 210 255 300 2021-04 2022-06 2023-09 2024-12 2026-04
IAU +172.6%
IYR +1.0%

Performance Comparison

Period IAU IYR Difference
1 Month -10.66% -6.56% -4.10%
3 Months +9.96% +0.95% +9.01%
6 Months +22.48% -2.23% +24.71%
YTD +9.96% +0.95% +9.01%
1 Year +52.36% -0.97% +53.33%
3 Years +138.19% +12.64% +125.55%
5 Years +172.58% +0.99% +171.59%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IAU Fees IYR Fees You Save
$10.000 10 years $495 $748 $253
$10.000 20 years $2.111 $3.173 $1.062
$10.000 30 years $6.758 $10.097 $3.339
$50.000 10 years $2.473 $3.739 $1.266
$50.000 30 years $33.792 $50.486 $16.694
$100.000 30 years $67.584 $100.972 $33.388

Risk Metrics

Based on 5 years of daily returns

Metric IAU IYR
Annualized Volatility 17.7% 18.8%
Max Drawdown -20.9% -36.9%
Sharpe Ratio 0.97 -0.13

Dividend Comparison

Metric IAU IYR
Annual Dividend (per share) $0.00 $2.25
Dividend Yield 0.00% 2.37%
Distribution Frequency None Quarterly

Top Holdings

IYR Top Holdings

NameWeight
Welltower Inc.WELL10.03%
Prologis, Inc.PLD9.11%
Equinix, Inc.EQIX4.68%
Digital Realty Trust, Inc.DLR4.59%
Simon Property Group, Inc.SPG4.50%
Realty Income CorporationO4.44%
American Tower CorporationAMT4.39%
Public StoragePSA3.40%
Ventas, Inc.VTR3.15%
CBRE Group, Inc.CBRE3.10%

Which One Should You Choose?

Choose IAU if...

you want the lowest fees and plan to buy and hold long-term. Over decades, the expense ratio difference compounds significantly.

Choose IAU 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.

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