IYR vs VTI: Holdings Overlap
IYRiShares U.S. Real Estate ETF
iShares · 61 holdings · $4.5B · as of 2026-03-31
VTIVanguard Total Stock Market Index Fund
Vanguard · 3505 holdings · $696.4B · as of 2026-03-31
How similar are IYR and VTI?
iShares U.S. Real Estate ETF (IYR, by iShares) holds 61 positions; Vanguard Total Stock Market Index Fund (VTI, by Vanguard) holds 3505. They have 61 holdings in common, and by portfolio weight the two funds are 2.1% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 2.1%Sum of the smaller weight of each shared holding
- Shared Holdings
- 61IYR holds 61 · VTI holds 3505
- Weight in Shared Holdings
- IYR 100%·VTI 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
Every position in IYR is also held by VTI, so it brings nothing the other fund doesn’t already own.
Sector Breakdown
| Sector | IYR | VTI |
|---|---|---|
| Real Estate | 95.9% | 2.3% |
| Information Technology | 0.0% | 30.5% |
| Financials | 3.0% | 12.7% |
| Industrials | 0.0% | 10.4% |
| Health Care | 0.0% | 10.0% |
| Other Sectors | 0.6% | 33.4% |
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 |
|---|---|---|---|---|---|---|---|
| IYR | +0.2% | +12.4% | +12.0% | +9.2% | +2.1% | +5.3% | 2.16% |
| VTI | +3.3% | +14.6% | +24.2% | +20.9% | +12.3% | +14.9% | 1.02% |
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 VTI →
Shared Holdings(61)
The top 10 shared positions account for 55% of the overlap, led by WELL, PLD and EQIX.
 WELLWelltower Inc. COM | 9.96% | 0.22% | 0.22% |
|---|---|---|---|
 PLDPrologis Inc. COM | 9.18% | 0.20% | 0.20% |
 EQIXEquinix, Inc. COM | 4.69% | 0.15% | 0.15% |
 AMTAmerican Tower Corporation COM | 4.39% | 0.13% | 0.13% |
 DLRDigital Realty Trust Inc. COM | 4.63% | 0.10% | 0.10% |
 SPGSimon Property Group Inc COM | 4.58% | 0.09% | 0.09% |
 ORealty Income Corporation COM | 4.40% | 0.09% | 0.09% |
 PSAPublic Storage COM | 3.41% | 0.07% | 0.07% |
 CBRECBRE Group, Inc., Class A | 3.13% | 0.06% | 0.06% |
 VTRVentas Inc. COM | 3.09% | 0.06% | 0.06% |
 CCICrown Castle Inc. COM | 2.82% | 0.06% | 0.06% |
 IRMIron Mountain Inc. COM | 2.40% | 0.05% | 0.05% |
 EXRExtra Space Storage Inc. COM | 2.21% | 0.04% | 0.04% |
 VICIVICI Properties, Inc., Class A | 2.32% | 0.04% | 0.04% |
 AVBAvalonBay Communities, Inc. COM | 1.84% | 0.04% | 0.04% |
 EQREquity Residential SH BEN INT | 1.62% | 0.03% | 0.03% |
 SBACSBA Communications Corp., Class A | 1.46% | 0.03% | 0.03% |
 WYWeyerhaeuser Company COM NEW | 1.40% | 0.03% | 0.03% |
 CSGPCostar Group Inc COM | 1.36% | 0.03% | 0.03% |
 ESSEssex Property Trust, Inc. COM | 1.24% | 0.02% | 0.02% |
 SUISun Communities, Inc. COM | 1.17% | 0.02% | 0.02% |
 KIMKimco Realty Corporation COM | 1.21% | 0.02% | 0.02% |
 WPCW. P. Carey Inc COM | 1.19% | 0.02% | 0.02% |
 NLYAnnaly Capital Management, Inc. COM NEW | 1.21% | 0.02% | 0.02% |
 INVHInvitation Homes Inc. COM | 1.12% | 0.02% | 0.02% |
Frequently Asked Questions
How much do IYR and VTI overlap?
IYR and VTI overlap by 2.1% of portfolio weight. They share 61 holdings (IYR holds 61 positions and VTI holds 3505), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IYR and VTI?
The two portfolios are 2.1% 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 VTI?
The largest positions held by both funds are WELL, PLD, EQIX, AMT and DLR. Together the top 10 shared positions account for 55% of the total overlap.
What does IYR own that VTI doesn't?
Nothing. Every position in IYR is also held by VTI. In the other direction, 3444 positions (97.5% of VTI) are unique to VTI.