Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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52
Number of overlapping holdings
76.5%
% of IYR's 72 holdings also in USRT
41.9%
% of USRT's 130 holdings also in IYR
Overlap by Weight
Sector Drift (IYR minus USRT)
Overlapping Holdings
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Company | Weight in IYR |
Weight in USRT |
Overlap | |
---|---|---|---|---|
PROLOGIS INC | 8.2% | 9.6% | 8.2% | |
WELLTOWER, INC. | 4.6% | 5.3% | 4.6% | |
EQUINIX INC | 4.5% | 6.9% | 4.5% | |
SIMON PROPERTY GROUP INC | 4.1% | 4.7% | 4.1% | |
REALTY INCOME CORP | 3.9% | 4.4% | 3.9% |
Position Highlights (Non-Overlapping Exposures)
IYR Overweight Relative to USRT
AMERICAN TOWER CORP-CL A | 7.1% | |
CROWN CASTLE INTL CORP | 3.6% | |
COSTAR GROUP INC | 3.1% | |
CBRE GROUP, INC. CLASS A | 2.3% | |
WEYERHAEUSER CO | 1.9% | |
SBA COMMUNICATIONS CORP. CLASS A | 1.8% | |
JONES LANG LASALLE INC | 0.8% | |
ZILLOW GROUP, INC. CLASS C | 0.6% | |
AGNC INVESTMENT CORP. | 0.6% | |
STARWOOD PROPERTY TRUST INC | 0.5% |
IYR Underweight Relative to USRT
EQUINIX INC | -2.4% | |
PROLOGIS INC | -1.4% | |
WELLTOWER, INC. | -0.7% | |
SIMON PROPERTY GROUP INC | -0.6% | |
RYMAN HOSPITALITY PROPERTIES | -0.6% | |
REALTY INCOME CORP | -0.6% | |
PUBLIC STORAGE | -0.5% | |
EQUITY RESIDENTIAL | -0.5% | |
TERRENO REALTY CORP | -0.5% | |
KITE REALTY GROUP TRUST | -0.4% |