IVV vs IYR: Holdings Overlap
iShares · 503 holdings · $901.0B · as of 2026-03-31
IYRiShares U.S. Real Estate ETF
iShares · 61 holdings · $4.5B · as of 2026-03-31
How similar are IVV and IYR?
iShares Core S&P 500 ETF (IVV, by iShares) holds 503 positions; iShares U.S. Real Estate ETF (IYR, by iShares) holds 61. They have 31 holdings in common, and by portfolio weight the two funds are 1.9% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 1.9%Sum of the smaller weight of each shared holding
- Shared Holdings
- 31IVV holds 503 · IYR holds 61
- Weight in Shared Holdings
- IVV 2%·IYR 80%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 IVV
472 of 503 positions (97.8% of the fund) are not held by IYR. Showing the top 30 by weight.
Only in IYR
30 of 61 positions (19.6% of the fund) are not held by IVV.
Sector Breakdown
| Sector | IVV | IYR |
|---|---|---|
| Real Estate | 1.9% | 95.9% |
| Information Technology | 32.6% | 0.0% |
| Financials | 12.6% | 3.0% |
| Communication Services | 10.5% | 0.6% |
| Consumer Discretionary | 9.8% | 0.0% |
| Other Sectors | 32.3% | 0.0% |
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 |
|---|---|---|---|---|---|---|---|
| IVV | +3.4% | +14.0% | +23.7% | +21.3% | +13.4% | +15.4% | 1.05% |
| 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 IVV vs IYR →
Shared Holdings(31)
The top 10 shared positions account for 67% of the overlap, led by WELL, PLD and EQIX.
 WELLWelltower Inc. COM | 0.25% | 9.96% | 0.25% |
|---|---|---|---|
 PLDPrologis Inc. COM | 0.22% | 9.18% | 0.22% |
 EQIXEquinix, Inc. COM | 0.17% | 4.69% | 0.17% |
 AMTAmerican Tower Corporation COM | 0.14% | 4.39% | 0.14% |
 SPGSimon Property Group Inc COM | 0.11% | 4.58% | 0.11% |
 DLRDigital Realty Trust Inc. COM | 0.10% | 4.63% | 0.10% |
 ORealty Income Corporation COM | 0.10% | 4.40% | 0.10% |
 PSAPublic Storage COM | 0.08% | 3.41% | 0.08% |
 CBRECBRE Group, Inc., Class A | 0.07% | 3.13% | 0.07% |
 VTRVentas Inc. COM | 0.07% | 3.09% | 0.07% |
 CCICrown Castle Inc. COM | 0.06% | 2.82% | 0.06% |
 IRMIron Mountain Inc. COM | 0.05% | 2.40% | 0.05% |
 VICIVICI Properties, Inc., Class A | 0.05% | 2.32% | 0.05% |
 EXRExtra Space Storage Inc. COM | 0.05% | 2.21% | 0.05% |
 AVBAvalonBay Communities, Inc. COM | 0.04% | 1.84% | 0.04% |
 EQREquity Residential SH BEN INT | 0.04% | 1.62% | 0.04% |
 SBACSBA Communications Corp., Class A | 0.03% | 1.46% | 0.03% |
 WYWeyerhaeuser Company COM NEW | 0.03% | 1.40% | 0.03% |
 CSGPCostar Group Inc COM | 0.03% | 1.36% | 0.03% |
 ESSEssex Property Trust, Inc. COM | 0.03% | 1.24% | 0.03% |
 KIMKimco Realty Corporation COM | 0.03% | 1.21% | 0.03% |
 MAAMid-America Apartment Communities, Inc. COM | 0.03% | 1.14% | 0.03% |
 INVHInvitation Homes Inc. COM | 0.03% | 1.12% | 0.03% |
 REGRegency Centers Corp. COM | 0.02% | 0.99% | 0.02% |
 HSTHost Hotels & Resorts Inc COM | 0.02% | 0.98% | 0.02% |
Frequently Asked Questions
How much do IVV and IYR overlap?
IVV and IYR overlap by 1.9% of portfolio weight. They share 31 holdings (IVV holds 503 positions and IYR holds 61), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IVV and IYR?
The two portfolios are 1.9% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of IVV and IYR?
The largest positions held by both funds are WELL, PLD, EQIX, AMT and SPG. Together the top 10 shared positions account for 67% of the total overlap.
What does IVV own that IYR doesn't?
472 positions (97.8% of IVV) are unique to IVV, led by NVDA, AAPL and MSFT. In the other direction, 30 positions (19.6% of IYR) are unique to IYR.