ETF and Mutual Fund Analysis

Holdings as of March 31, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > IYR vs REM Holdings as of March 31, 2026

IYR vs REM: Portfolio Overlap

iShares U.S. Real Estate ETF vs iShares Mortgage Real Estate ETF

3.0%
Weighted portfolio overlap
Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

IYR
61 equity holdings
as of March 31, 2026
REM
32 equity holdings
as of March 31, 2026
4 stocks held in common
Overlap View Venn Diagram
3.0% OVERLAP IYR REM
Overlapping Holdings
4 Sorted by overlap contribution
# Stock IYR REM Overlap%
1
NLY
 1.22% 22.21% 1.22%
2
AGNC
 0.89% 14.52% 0.89%
3
STWD
 0.48% 7.80% 0.48%
4
RITM
 0.42% 4.62% 0.42%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in IYR — iShares U.S. Real Estate ETF
StockWeight
WELL10.01%
PLD9.23%
EQIX4.71%
DLR4.65%
SPG4.60%
Only in REM — iShares Mortgage Real Estate ETF
StockWeight
BXMT4.69%
DX4.47%
ARR4.16%
ABR3.31%
APOLLO COMMERCIAL REAL ESTATE FINANCE, INC.3.26%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between IYR and REM?

IYR (iShares U.S. Real Estate ETF) and REM (iShares Mortgage Real Estate ETF) share 3.0% portfolio overlap as of their March 31, 2026 filings, across 4 common stocks. Overlap is the sum of the smaller weight of each shared stock, so it reads as the share of a dollar that lands on the same companies in both funds.

Do IYR and REM invest in the same stocks?

Mostly not. Only a small portion of their portfolios overlaps — these funds hold largely different stocks and genuinely diversify each other.

What are the top stocks held by both IYR and REM?

The most prominent shared holdings (by combined weight) are: NLY, AGNC, STWD. See the full common-holdings table on this page for weights in each fund.

Related Comparisons
IFGL — iShares International Developed Real Estate ETF vs REM — iShares Mortgage Real Estate ETFICF — iShares Select U.S. REIT ETF vs IYR — iShares U.S. Real Estate ETFREM — iShares Mortgage Real Estate ETF vs REZ — iShares Residential and Multisector Real Estate ETFREET — iShares Global REIT ETF vs REM — iShares Mortgage Real Estate ETFICF — iShares Select U.S. REIT ETF vs REM — iShares Mortgage Real Estate ETFREM — iShares Mortgage Real Estate ETF vs USRT — iShares Core U.S. REIT ETF