etf overlap · little overlap

VNQ vs IJH overlap

6.9% of VNQ and IJH is the same money, spread over 29 companies both funds hold.

Holdings as of August 31, 2026 · source: Vanguard (VNQ), iShares (IJH) · How we measured all 1,035 pairs

overlapfull holdings, by weight
6.9%of each fund is money the other holds at the same weight, across 29 shared companies.
VNQ
87%
IJH
93%
  • same money
  • same companies, extra weight
  • only in this fund
Overlap = the sum, over companies both funds hold, of the smaller of the two weights. Cash and derivatives excluded.
01Shared

The companies you would own twice

held by bothtop 15 of 29
companyVNQIJH
WPWPCWP Carey Inc0.82%0.43%
SUSUISun Communities Inc0.79%0.41%
OHOHIOmega Healthcare Investors Inc0.72%0.40%
JLJLLJones Lang LaSalle Inc0.90%0.40%
LALAMRLamar Advertising Co0.68%0.37%
ELELSEquity LifeStyle Properties Inc0.62%0.34%
AHAHRAmerican Healthcare REIT Inc0.56%0.34%
GLGLPIGaming and Leisure Properties Inc0.60%0.33%
EGEGPEastGroup Properties Inc0.57%0.31%
AMAMHAmerican Homes 4 Rent0.55%0.29%
CTCTRECareTrust REIT Inc0.49%0.25%
REREXRRexford Industrial Realty Inc0.44%0.25%
BRBRXBrixmor Property Group Inc0.44%0.25%
ADADCAgree Realty Corp0.46%0.24%
CUCUBECubeSmart0.47%0.24%
02Different

What only one of them gives you

only in VNQ111 names
VRVRTPXVanguard Real Estate II Index Fund14.52%
AMAMTAmerican Tower Corp4.32%
SPSPGSimon Property Group Inc3.64%
DLDLRDigital Realty Trust Inc3.63%
OORealty Income Corp3.00%
only in IJH371 names
OKOKTAOKTA CLASS A1.04%
FTFTITECHNIPFMC PLC0.81%
ATATIATI0.76%
NVNVTNVENT ELECTRIC PLC0.73%
ENENTGENTEGRIS INC0.69%
UTUTHRUNITED THERAPEUTICS0.68%
THTHCTENET HEALTHCARE CORP0.65%
XPXPOXPO0.64%
03Sectors

Where each fund puts its money

sectorsVNQ vs IJH, share of each fund
Real Estate84.56%6.95%
Industrials0.00%23.64%
Financials0.00%14.88%
Information Technology0.00%14.44%
Health Care0.00%10.26%
Consumer Discretionary0.00%10.18%
Materials0.00%5.79%
Energy0.00%5.50%
Consumer Staples0.00%3.32%
Utilities0.00%3.20%
Communication Services0.00%1.59%
Not classified14.67%0.00%
04Questions

VNQ and IJH: what people ask

questions4 answered

How much do VNQ and IJH overlap?

6.9% by weight, as of August 31, 2026: little overlap. 29 companies appear in both funds; they make up 13% of VNQ and 6.9% of IJH.

Which stocks do VNQ and IJH both hold?

The largest shared positions are WPC, SUI, OHI, JLL and LAMR. Ranked by the smaller of the two weights, which is the part you would own twice.

Is it redundant to hold both VNQ and IJH?

Out of every $100 split evenly between them, about $7 (half in each fund) buys identical positions. The rest is exposure only one of the two funds gives you: 111 names only in VNQ, 371 only in IJH. Half in each behaves like 77 equally weighted stocks, against 21 for VNQ alone and 298 for IJH alone. Whether that duplication is a problem depends on the mix you want; this is a description, not advice.

How is ETF overlap calculated here?

For every company held by both funds we take the smaller of its two weights and add them up. The weights come from the full holdings files Vanguard and iShares publish, not a top-10 sample, and companies are matched by their ISIN so share classes stay apart. Sector overlap applies the same rule to the issuers' sector labels; "behaves like N equally weighted stocks" is one over the sum of the squared weights.

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Weights come from each issuer's published holdings file and are matched company by company on their ISIN. Cash, futures and currency positions are left out. This page describes what the funds hold; it is not investment advice.