IYR vs VBK: Holdings Overlap
IYRiShares U.S. Real Estate ETF
iShares · 61 holdings · $4.5B · as of 2026-03-31
VBKVanguard Small-cap Growth Index Fund
Vanguard · 551 holdings · $24.3B · as of 2026-03-31
How similar are IYR and VBK?
iShares U.S. Real Estate ETF (IYR, by iShares) holds 61 positions; Vanguard Small-cap Growth Index Fund (VBK, by Vanguard) holds 551. They have 9 holdings in common, and by portfolio weight the two funds are 2.3% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 2.3%Sum of the smaller weight of each shared holding
- Shared Holdings
- 9IYR holds 61 · VBK holds 551
- Weight in Shared Holdings
- IYR 7%·VBK 2%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
52 of 61 positions (92.9% of the fund) are not held by VBK. Showing the top 30 by weight.
Sector Breakdown
| Sector | IYR | VBK |
|---|---|---|
| Real Estate | 95.9% | 3.9% |
| Industrials | 0.0% | 24.6% |
| Information Technology | 0.0% | 21.6% |
| Health Care | 0.0% | 16.1% |
| Consumer Discretionary | 0.0% | 9.9% |
| Other Sectors | 3.6% | 22.7% |
| Unclassified | 0.0% | 0.9% |
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 VBK).
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% |
| VBK | +1.8% | +19.6% | +29.4% | +16.6% | +5.3% | +11.4% | 0.42% |
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 VBK →
Shared Holdings(9)
The top 9 shared positions account for 100% of the overlap, led by SUI, ELS and UDR.
 SUISun Communities, Inc. COM | 1.17% | 0.52% | 0.52% |
|---|---|---|---|
 ELSEquity Lifestyle Properties Inc COM | 0.96% | 0.38% | 0.38% |
 UDRUDR Inc COM | 0.81% | 0.37% | 0.37% |
 ZUSDZillow Group Inc CL C CAP STK | 0.58% | 0.23% | 0.23% |
 HSTHost Hotels & Resorts Inc COM | 0.98% | 0.22% | 0.22% |
 HRHealthcare Realty Trust Incorporated Class A | 0.47% | 0.20% | 0.20% |
 LAMRLamar Advertising Company Class A | 0.88% | 0.18% | 0.18% |
 REXRRexford Industrial Realty Inc. COM | 0.60% | 0.13% | 0.13% |
 ZGZillow Group, Inc., Class A | 0.15% | 0.06% | 0.06% |
Frequently Asked Questions
How much do IYR and VBK overlap?
IYR and VBK overlap by 2.3% of portfolio weight. They share 9 holdings (IYR holds 61 positions and VBK holds 551), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IYR and VBK?
The two portfolios are 2.3% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of IYR and VBK?
The largest positions held by both funds are SUI, ELS, UDR, ZUSD and HST. Together the top 9 shared positions account for 100% of the total overlap.
What does IYR own that VBK doesn't?
52 positions (92.9% of IYR) are unique to IYR, led by WELL, PLD and EQIX. In the other direction, 542 positions (97.4% of VBK) are unique to VBK.