IVW vs XLRE: how much do they overlap?

iShares S&P 500 Growth ETF (IVW) · Real Estate Select Sector SPDR ETF (XLRE)

0.6%

overlap by weight · 3 shared holdings

IVW: 143 holdings (as of 2026-03-31) · XLRE: 31 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

IVW and XLRE 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

CompanyTickerin IVWin XLRE
Welltower Inc. WELL 0.48% 11.2%
Simon Property Group Inc SPG 0.09% 4.87%
Ventas Inc. VTR 0.07% 4.59%

FAQ

How much do IVW and XLRE overlap?

IVW and XLRE have a 0.6% overlap by weight, sharing 3 holdings (out of 143 in IVW and 31 in XLRE), based on official issuer holdings as of 2026-03-31.

What does 0.6% overlap mean?

IVW and XLRE hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.

Which stocks do IVW and XLRE both hold?

The largest shared positions are Welltower Inc., Simon Property Group Inc, Ventas Inc.. The full list of top shared holdings with weights in each fund is shown on this page.

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