IYR vs XLRE overlap - what they share and where they differ
IYR and XLRE share 80.0% of their weight across 31 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 XLRE
80.0%
31 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
XLRE
State Street(R) Real Estate Select Sector SPDR(R) ETF
Reported positions cover 99% of the fund, 31 positions · Jun 30, 2026
Top 10: 59.1%·Holdings of XLRE
Reported positions cover IYR 99%, XLRE 99% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
XLRE vs IYR side by side
IYRiShares U.S. Real Estate ETF
60
stock positions reported to the SEC
19.4% of its weight is in 29 names XLRE does not hold
XLREState Street(R) Real Estate Select Sector SPDR(R) ETF
31
stock positions reported to the SEC
0.0% of its weight is in 0 names IYR does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Real Estate: IYR has 1.3 points more of it.
The figures side by side
| IYR | XLRE | |
|---|---|---|
| Filing date | Jun 30, 2026 | Jun 30, 2026 |
| Stock positions reported | 60 | 31 |
| Weight of the ten largest | 51.2% | 59.1% |
| Largest position | WELL 10.8% | WELL 11.0% |
| Held alone | 29 positions, 19.4% | 0 positions, 0.0% |
| Covered by stock positions | 99% | 99% |
Holdings they share
| Stock | In IYR | In XLRE | Counted |
|---|---|---|---|
| WELLWELLTOWER INC. | 10.82% | 11.01% | 10.82% |
| PLDPROLOGIS, INC. | 8.72% | 8.68% | 8.68% |
| SPGSIMON PROPERTY GROUP, INC. | 4.77% | 4.98% | 4.77% |
| EQIXEQUINIX, INC. | 4.55% | 7.06% | 4.55% |
| DLRDIGITAL REALTY TRUST, INC. | 4.38% | 4.53% | 4.38% |
| OREALTY INCOME CORPORATION | 4.27% | 4.55% | 4.27% |
| AMTAMERICAN TOWER CORPORATION | 3.85% | 5.23% | 3.85% |
| PSAPUBLIC STORAGE. | 3.72% | 4.48% | 3.72% |
| VTRVENTAS, INC. | 3.19% | 4.47% | 3.19% |
| CBRECBRE GROUP, INC. | 2.91% | 4.08% | 2.91% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in IYR
Only in XLRE
Nothing among its reported positions that the others do not also hold.
Questions people ask
Is IYR the same as XLRE?
80.0% of their weight sits in the same 31 holdings. IYR also reports NLY, WPC, JLL, which the other does not. Among its reported positions, XLRE holds nothing the other does not also hold.
How is the overlap between IYR and XLRE 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 XLRE, so the number cannot exceed the smaller coverage.
Which holds more, XLRE or IYR?
IYR reports 60 stock positions and XLRE reports 31. 19.4% of IYR's weight sits in names XLRE does not hold, and 0.0% of XLRE's weight in names IYR does not hold. The ten largest positions are 51.2% of IYR and 59.1% of XLRE.
How do IYR and XLRE differ by sector?
The widest gap is Real Estate: IYR has 1.3 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.