IJR vs SDY: how much do they overlap?
iShares Core S&P Small-Cap ETF (IJR) · SPDR S&P Dividend ETF (SDY)
overlap by weight · 15 shared holdings
IJR: 605 holdings (as of 2026-03-31) · SDY: 156 holdings (as of 09-Jul-2026)
Note: the two funds' latest official filings have different dates, which can understate overlap slightly for funds tracking similar indexes.
Low overlap
What this means
IJR and SDY hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Overlap by weight sums the smaller of the two funds' weights for every stock they both hold — it answers "how much of my money is in the same stocks either way?" See methodology.
Top shared holdings
| Company | Ticker | in IJR | in SDY |
|---|---|---|---|
| Badger Meter Inc | BMI | 0.29% | 0.26% |
| Brady Corp | BRC | 0.23% | 0.18% |
| Franklin Electric Co Inc | FELE | 0.23% | 0.17% |
| Avista Corporation | AVA | 0.21% | 0.16% |
| Community Financial System Inc | CBU | 0.2% | 0.16% |
| American States Water Co. | AWR | 0.19% | 0.15% |
| Chesapeake Utilities Corporation | CPK | 0.2% | 0.15% |
| MGE ENERGY INC | MGEE | 0.18% | 0.14% |
| H B Fuller Company | FUL | 0.22% | 0.14% |
| California Water Service Group | CWT | 0.18% | 0.14% |
FAQ
How much do IJR and SDY overlap?
IJR and SDY have a 2.2% overlap by weight, sharing 15 holdings (out of 605 in IJR and 156 in SDY), based on official issuer holdings as of 2026-03-31.
What does 2.2% overlap mean?
IJR and SDY hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do IJR and SDY both hold?
The largest shared positions are Badger Meter Inc, Brady Corp, Franklin Electric Co Inc, Avista Corporation, Community Financial System Inc. The full list of top shared holdings with weights in each fund is shown on this page.