IYR vs SPYD overlap - what they share and where they differ

IYR and SPYD share 23.3% of their weight across 21 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

IYR and SPYD

23.3%

21 shared positions

IYR

iShares U.S. Real Estate ETF

Reported positions cover 99% of the fund, 60 positions · Jun 30, 2026

Top 10: 51.2%·Holdings of IYR

SPYD

State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF

Reported positions cover 99% of the fund, 78 positions · Jun 30, 2026

Top 10: 15.0%·Holdings of SPYD

Reported positions cover IYR 99%, SPYD 99% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

SPYD vs IYR side by side

IYRiShares U.S. Real Estate ETF

60

stock positions reported to the SEC

59.4% of its weight is in 39 names SPYD does not hold

SPYDState Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF

78

stock positions reported to the SEC

72.1% of its weight is in 57 names IYR does not hold

Where each fund's weight sits

IYR
SPYD
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Real Estate
94.4%
25.9%
Utilities
1.9%
13.2%
Consumer Cyclical
0.0%
11.5%
Financial Services
0.0%
8.6%
Healthcare
0.0%
7.6%
Technology
1.3%
0.0%

The widest gap is Real Estate: IYR has 68.5 points more of it.

The figures side by side

IYRSPYD
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported6078
Weight of the ten largest51.2%15.0%
Largest positionWELL 10.8%IRM 1.6%
Held alone39 positions, 59.4%57 positions, 72.1%
Covered by stock positions99%99%

Holdings they share

StockIn IYRIn SPYDCounted
IRMIRON MOUNTAIN INCORPORATED2.78%1.61%1.61%
SPGSIMON PROPERTY GROUP, INC.4.77%1.44%1.44%
ESSESSEX PROPERTY TRUST, INC.1.38%1.35%1.35%
EQUITY RESIDENTIAL1.71%1.32%1.32%
PSAPUBLIC STORAGE.3.72%1.32%1.32%
KIMKIMCO REALTY CORPORATION.1.26%1.45%1.26%
INVHINVITATION HOMES INC.1.22%1.31%1.22%
MAAMID-AMERICA APARTMENT COMMUNITIES, INC.1.20%1.23%1.20%
OREALTY INCOME CORPORATION4.27%1.20%1.20%
EXREXTRA SPACE STORAGE INC.2.27%1.19%1.19%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in IYR

WELLWELLTOWER INC.10.82%
PLDPROLOGIS, INC.8.72%
EQIXEQUINIX, INC.4.55%
DLRDIGITAL REALTY TRUST, INC.4.38%
VTRVENTAS, INC.3.19%
CBRECBRE GROUP, INC.2.91%
AWXAVALONBAY COMMUNITIES, INC.1.94%
SBACSBA COMMUNICATIONS CORPORATION1.38%
WYWEYERHAEUSER COMPANY1.28%
NLYANNALY CAPITAL MANAGEMENT, INC.1.21%

Only in SPYD

FRANKLIN RESOURCES INC1.56%
CVSCVS Health Corp1.52%
APAAPA Corp1.47%
EIXEdison International1.47%
TGTTarget Corp1.47%
VTRSViatris Inc1.45%
EOGEOG Resources Inc1.43%
PSXPhillips 661.43%
MOAltria Group Inc1.41%
PFGPrincipal Financial Group Inc1.41%

Questions people ask

Is IYR the same as SPYD?

23.3% of their weight sits in the same 21 holdings. IYR also reports WELL, PLD, EQIX, which the other does not. SPYD also reports FRANKLIN RESOURCES INC, CVS, APA, which the other does not.

How is the overlap between IYR and SPYD measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 99% of IYR and 99% of SPYD, so the number cannot exceed the smaller coverage.

Which holds more, SPYD or IYR?

IYR reports 60 stock positions and SPYD reports 78. 59.4% of IYR's weight sits in names SPYD does not hold, and 72.1% of SPYD's weight in names IYR does not hold. The ten largest positions are 51.2% of IYR and 15.0% of SPYD.

How do IYR and SPYD differ by sector?

The widest gap is Real Estate: IYR has 68.5 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Other pairs with these funds

IYR against other funds in the table

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.