IJR vs VNQ: 7% overlap

iShares Core S&P Small-Cap ETF and Vanguard Real Estate ETF share 6.7% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Hold both, 50/50
1.9Effective Funds

You would hold two tickers and get the diversification of 1.9. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
6.7%
IJR expense ratio
0.06%
VNQ expense ratio
0.13%

Top shared holdings

IJR and VNQ hold 42 of the same securities. The ten contributing most to the overlap figure:

Holdingin IJRin VNQΔ
CASH2.1%0.6%1.5%
RHP0.5%0.4%0.0%
TRNO0.4%0.4%0.1%
MAC0.4%0.3%0.1%
EPRT0.4%0.3%0.1%
PECO0.3%0.3%0.0%
OUT0.3%0.3%0.0%
MRP0.2%0.2%0.0%
SKT0.3%0.2%0.0%
BNL0.2%0.2%0.0%

Where IJR and VNQ differ

Sector weights as a share of each fund, ordered by the size of the gap rather than the size of the sector — two funds that overlap heavily still usually diverge somewhere.

SectorIJRVNQΔ
Real Estate6.2%84.0%77.8pp
Industrials18.5%0.0%+18.5pp
Financials17.8%0.3%+17.6pp
Unclassified0.0%14.7%14.7pp
Consumer Discretionary13.8%0.2%+13.5pp
Information Technology12.1%0.0%+12.1pp
Health Care10.5%0.0%+10.5pp
Energy5.3%0.0%+5.3pp

Δ is IJR minus VNQ, in percentage points. Sector data is not published by every issuer, so “Unclassified” is a real category rather than a gap in the table.

What each fund holds alone

Only in IJR
560 positions

91.2% of IJR by weight, held in no part of VNQ.

Only in VNQ
103 positions

93.2% of VNQ by weight, held in no part of IJR.

A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.

Concentration and cost

IJRVNQ
Top 10 holdings6.6%54.1%
Positions held603145
Cost per $10,000 held, per year$6$13

Cost is the expense ratio applied to $10,000; it excludes any brokerage commission, bid-ask spread or tax consequence. Figures are facts about the funds, not a suggestion about which to hold.

Frequently asked

How much do IJR and VNQ overlap?

IJR and VNQ overlap 6.7% by portfolio weight — largely distinct portfolios. They share 42 holdings. The figure comes from current issuer holdings files (IJR as of 2026-07-23, VNQ as of 2026-06-30).

How is the overlap between IJR and VNQ calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If IJR holds a stock at 6% and VNQ holds the same stock at 4%, 4% counts as shared. The result is bounded between 0% and 100%, and it is computed after looking through any fund-of-funds to the underlying holdings.

Is it redundant to hold both IJR and VNQ?

That depends on your goals — we state facts, not advice. At 6.7% overlap, each fund still contributes meaningfully distinct exposure.

What does IJR own that VNQ doesn't?

IJR holds 603 positions and VNQ holds 145; 560 of IJR's positions don't appear in VNQ at all, and they are 91.2% of IJR by weight.

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Related comparisons

Sources: issuer holdings files, IJR as of 2026-07-23, VNQ as of 2026-06-30. Weights are fractions of each fund. Diagnostics, not advice.