IJJ vs IYR: Holdings Overlap
IJJiShares S&P Mid-Cap 400 Value ETF
iShares · 301 holdings · $9.0B · as of 2026-03-31
IYRiShares U.S. Real Estate ETF
iShares · 61 holdings · $4.5B · as of 2026-03-31
How similar are IJJ and IYR?
iShares S&P Mid-Cap 400 Value ETF (IJJ, by iShares) holds 301 positions; iShares U.S. Real Estate ETF (IYR, by iShares) holds 61. They have 20 holdings in common, and by portfolio weight the two funds are 7.9% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 7.9%Sum of the smaller weight of each shared holding
- Shared Holdings
- 20IJJ holds 301 · IYR holds 61
- Weight in Shared Holdings
- IJJ 8%·IYR 15%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in IJJ
281 of 301 positions (91.2% of the fund) are not held by IYR. Showing the top 30 by weight.
Sector Breakdown
| Sector | IJJ | IYR |
|---|---|---|
| Real Estate | 8.2% | 95.9% |
| Financials | 22.4% | 3.0% |
| Industrials | 19.0% | 0.0% |
| Consumer Discretionary | 12.4% | 0.0% |
| Materials | 8.2% | 0.0% |
| Other Sectors | 28.9% | 0.6% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IJJ | +3.0% | +15.1% | +23.8% | +12.8% | +9.2% | +10.5% | 1.56% |
| IYR | +0.2% | +12.4% | +12.0% | +9.2% | +2.1% | +5.3% | 2.16% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in IJJ vs IYR →
Shared Holdings(20)
The top 10 shared positions account for 67% of the overlap, led by NLY, JLL and AMH.
 NLYAnnaly Capital Management, Inc. COM NEW | 0.97% | 1.21% | 0.97% |
|---|---|---|---|
 JLLJones Lang LaSalle Incorporated COM | 0.91% | 1.14% | 0.91% |
 AMHAmerican Homes 4 Rent, Class A | 0.58% | 0.72% | 0.58% |
 REXRRexford Industrial Realty Inc. COM | 0.48% | 0.60% | 0.48% |
 WPCW. P. Carey Inc COM | 0.45% | 1.19% | 0.45% |
 GLPIGaming and Leisure Properties Inc COM | 0.44% | 1.00% | 0.44% |
 STWDStarwood Property Trust, Inc. COM | 0.38% | 0.48% | 0.38% |
 OHIOmega Healthcare Investors, Inc. COM | 0.38% | 1.03% | 0.38% |
 ELSEquity Lifestyle Properties Inc COM | 0.38% | 0.96% | 0.38% |
 HRHealthcare Realty Trust Incorporated Class A | 0.38% | 0.47% | 0.38% |
 ADCAgree Realty Corporation | 0.32% | 0.72% | 0.32% |
 BRXBrixmor Property Group Inc COM | 0.30% | 0.70% | 0.30% |
 CUBECubeSmart (Maryland) COM | 0.29% | 0.67% | 0.29% |
 NNNNNN REIT Inc COM | 0.29% | 0.64% | 0.29% |
 LAMRLamar Advertising Company Class A | 0.28% | 0.88% | 0.28% |
 VNOVornado Realty Trust SH BEN INT | 0.26% | 0.33% | 0.26% |
 CUZCousins Properties Inc. COM NEW | 0.24% | 0.30% | 0.24% |
 EGPEastgroup Properties, Inc. COM | 0.24% | 0.78% | 0.24% |
 KRCKilroy Realty Corporation COM | 0.20% | 0.24% | 0.20% |
 STAGSTAG Industrial, Inc. COM | 0.17% | 0.55% | 0.17% |
Frequently Asked Questions
How much do IJJ and IYR overlap?
IJJ and IYR overlap by 7.9% of portfolio weight. They share 20 holdings (IJJ holds 301 positions and IYR holds 61), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IJJ and IYR?
The two portfolios are 7.9% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of IJJ and IYR?
The largest positions held by both funds are NLY, JLL, AMH, REXR and WPC. Together the top 10 shared positions account for 67% of the total overlap.
What does IJJ own that IYR doesn't?
281 positions (91.2% of IJJ) are unique to IJJ, led by USFD, AA and OVV. In the other direction, 41 positions (84.9% of IYR) are unique to IYR.