IYR vs VB: Holdings Overlap
IYRiShares U.S. Real Estate ETF
iShares · 61 holdings · $4.5B · as of 2026-03-31
VBVanguard Small-cap Index Fund
Vanguard · 1312 holdings · $82.5B · as of 2026-03-31
How similar are IYR and VB?
iShares U.S. Real Estate ETF (IYR, by iShares) holds 61 positions; Vanguard Small-cap Index Fund (VB, by Vanguard) holds 1312. They have 43 holdings in common, and by portfolio weight the two funds are 5.4% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 5.4%Sum of the smaller weight of each shared holding
- Shared Holdings
- 43IYR holds 61 · VB holds 1312
- Weight in Shared Holdings
- IYR 32%·VB 5%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
18 of 61 positions (67.5% of the fund) are not held by VB.
Sector Breakdown
| Sector | IYR | VB |
|---|---|---|
| Real Estate | 95.9% | 6.9% |
| Industrials | 0.0% | 21.2% |
| Information Technology | 0.0% | 13.8% |
| Financials | 3.0% | 13.4% |
| Health Care | 0.0% | 11.6% |
| Other Sectors | 0.6% | 32.1% |
| Unclassified | 0.0% | 0.7% |
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 VB).
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% |
| VB | +2.5% | +19.5% | +29.1% | +15.9% | +8.1% | +11.3% | 1.18% |
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 VB →
Shared Holdings(43)
The top 10 shared positions account for 37% of the overlap, led by SUI, WPC and KIM.
 SUISun Communities, Inc. COM | 1.17% | 0.22% | 0.22% |
|---|---|---|---|
 WPCW. P. Carey Inc COM | 1.19% | 0.21% | 0.21% |
 KIMKimco Realty Corporation COM | 1.21% | 0.21% | 0.21% |
 NLYAnnaly Capital Management, Inc. COM NEW | 1.21% | 0.21% | 0.21% |
 MAAMid-America Apartment Communities, Inc. COM | 1.14% | 0.20% | 0.20% |
 JLLJones Lang LaSalle Incorporated COM | 1.14% | 0.20% | 0.20% |
 REGRegency Centers Corp. COM | 0.99% | 0.19% | 0.19% |
 HSTHost Hotels & Resorts Inc COM | 0.98% | 0.18% | 0.18% |
 OHIOmega Healthcare Investors, Inc. COM | 1.03% | 0.18% | 0.18% |
 GLPIGaming and Leisure Properties Inc COM | 1.00% | 0.17% | 0.17% |
 ELSEquity Lifestyle Properties Inc COM | 0.96% | 0.16% | 0.16% |
 DOCHealthpeak Properties Inc COM | 0.91% | 0.16% | 0.16% |
 AGNCAgnc Investment Corp COM | 0.88% | 0.16% | 0.16% |
 UDRUDR Inc COM | 0.81% | 0.16% | 0.16% |
 LAMRLamar Advertising Company Class A | 0.88% | 0.15% | 0.15% |
 CPTCamden Property Trust SH BEN INT | 0.80% | 0.14% | 0.14% |
 EGPEastgroup Properties, Inc. COM | 0.78% | 0.14% | 0.14% |
 FRTFederal Realty Investment Trust SH BEN INT NEW | 0.66% | 0.13% | 0.13% |
 AMHAmerican Homes 4 Rent, Class A | 0.72% | 0.13% | 0.13% |
 ADCAgree Realty Corporation | 0.72% | 0.13% | 0.13% |
 BRXBrixmor Property Group Inc COM | 0.70% | 0.12% | 0.12% |
 WYWeyerhaeuser Company COM NEW | 1.40% | 0.12% | 0.12% |
 CUBECubeSmart (Maryland) COM | 0.67% | 0.12% | 0.12% |
 BXPBXP Inc COM | 0.61% | 0.12% | 0.12% |
 AREAlexandria Real Estate Equities, Inc. COM | 0.58% | 0.11% | 0.11% |
Frequently Asked Questions
How much do IYR and VB overlap?
IYR and VB overlap by 5.4% of portfolio weight. They share 43 holdings (IYR holds 61 positions and VB holds 1312), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IYR and VB?
The two portfolios are 5.4% 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 IYR and VB?
The largest positions held by both funds are SUI, WPC, KIM, NLY and MAA. Together the top 10 shared positions account for 37% of the total overlap.
What does IYR own that VB doesn't?
18 positions (67.5% of IYR) are unique to IYR, led by WELL, PLD and EQIX. In the other direction, 1269 positions (94.3% of VB) are unique to VB.