IWD vs XLRE: how much do they overlap?
iShares Russell 1000 Value ETF (IWD) · Real Estate Select Sector SPDR ETF (XLRE)
overlap by weight · 30 shared holdings
IWD: 866 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
IWD 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
| Company | Ticker | in IWD | in XLRE |
|---|---|---|---|
| WELLTOWER INC. | WELL | 0.45% | 11.2% |
| PROLOGIS, INC. | PLD | 0.4% | 9.01% |
| EQUINIX, INC. | EQIX | 0.32% | 6.97% |
| DIGITAL REALTY TRUST, INC. | DLR | 0.2% | 4.74% |
| REALTY INCOME CORPORATION | O | 0.18% | 4.61% |
| SIMON PROPERTY GROUP, INC. | SPG | 0.15% | 4.87% |
| VENTAS, INC. | VTR | 0.13% | 4.59% |
| PUBLIC STORAGE. | PSA | 0.12% | 4.47% |
| CBRE GROUP, INC. | CBRE | 0.12% | 4.26% |
| CROWN CASTLE INC. | CCI | 0.12% | 3.45% |
FAQ
How much do IWD and XLRE overlap?
IWD and XLRE have a 3.3% overlap by weight, sharing 30 holdings (out of 866 in IWD and 31 in XLRE), based on official issuer holdings as of 2026-03-31.
What does 3.3% overlap mean?
IWD and XLRE hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do IWD and XLRE both hold?
The largest shared positions are WELLTOWER INC., PROLOGIS, INC., EQUINIX, INC., DIGITAL REALTY TRUST, INC., REALTY INCOME CORPORATION. The full list of top shared holdings with weights in each fund is shown on this page.