Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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44

Number of overlapping holdings

40.4%

% of BBRE's 119 holdings also in IYR

74.6%

% of IYR's 65 holdings also in BBRE

Overlap by Weight
Sector Drift (BBRE minus IYR)
Overlapping Holdings

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Company Weight
in BBRE
Weight
in IYR
Overlap
PROLOGIS INC 8.7% 7.2% 7.2%
WELLTOWER, INC. 6.5% 7.0% 6.5%
EQUINIX INC 6.4% 4.4% 4.4%
REALTY INCOME CORP 4.2% 4.0% 4.0%
DIGITAL REALTY TRUST INC 4.0% 3.8% 3.8%

Position Highlights (Non-Overlapping Exposures)
BBRE Overweight Relative to IYR
EQUINIX INC 2.0%
PROLOGIS INC 1.5%
EXTRA SPACE STORAGE INC 0.7%
PUBLIC STORAGE 0.6%
AVALONBAY COMMUNITIES INC 0.5%
TERRENO REALTY CORP 0.5%
ALEXANDRIA REAL ESTATE EQUIT 0.5%
RYMAN HOSPITALITY PROPERTIES 0.5%
EQUITY RESIDENTIAL 0.5%
KITE REALTY GROUP TRUST 0.5%
BBRE Underweight Relative to IYR
AMERICAN TOWER CORP-CL A -8.0%
CROWN CASTLE INTL CORP -3.5%
CBRE GROUP, INC. CLASS A -2.8%
COSTAR GROUP INC -2.7%
SBA COMMUNICATIONS CORP. CLASS A -1.9%
WEYERHAEUSER CO -1.5%
JONES LANG LASALLE INC -0.8%
LAMAR ADVERTISING COMPANY CLASS A -0.8%
ZILLOW GROUP, INC. CLASS C -0.8%
AGNC INVESTMENT CORP. -0.6%
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