IYR vs SOXX: Holdings Overlap
IYRiShares U.S. Real Estate ETF
iShares · 61 holdings · $4.5B · as of 2026-03-31
iShares · 30 holdings · $47.6B · as of 2026-03-31
How similar are IYR and SOXX?
iShares U.S. Real Estate ETF (IYR, by iShares) holds 61 positions; iShares Semiconductor ETF (SOXX, by iShares) holds 30. They have 0 holdings in common, and by portfolio weight the two funds are 0.0% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 0.0%Sum of the smaller weight of each shared holding
- Shared Holdings
- 0IYR holds 61 · SOXX holds 30
- Weight in Shared Holdings
- IYR 0%·SOXX 0%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 IYR
61 of 61 positions (99.5% of the fund) are not held by SOXX. Showing the top 30 by weight.
Sector Breakdown
| Sector | IYR | SOXX |
|---|---|---|
| Information Technology | 0.0% | 98.6% |
| Real Estate | 95.9% | 0.0% |
| Financials | 3.0% | 0.0% |
| Communication Services | 0.6% | 0.0% |
| Other Sectors | 0.0% | 0.0% |
| Unclassified | 0.0% | 1.2% |
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. “Unclassified” is weight we could not classify (0% of IYR, 1% of SOXX).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IYR | +0.2% | +12.4% | +12.0% | +9.2% | +2.1% | +5.3% | 2.16% |
| SOXX | -1.5% | +80.6% | +126.6% | +47.5% | +29.5% | +32.9% | 0.27% |
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 IYR vs SOXX →
Shared Holdings(0)
These two funds have no holdings in common.
Frequently Asked Questions
How much do IYR and SOXX overlap?
IYR and SOXX overlap by 0.0% of portfolio weight. They share 0 holdings (IYR holds 61 positions and SOXX holds 30), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IYR and SOXX?
The two portfolios are 0.0% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What does IYR own that SOXX doesn't?
61 positions (99.5% of IYR) are unique to IYR, led by WELL, PLD and EQIX. In the other direction, 30 positions (99.9% of SOXX) are unique to SOXX.