Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
35
Number of overlapping holdings
29.7%
% of BBRE's 123 holdings also in REZ
97.2%
% of REZ's 37 holdings also in BBRE
Overlap by Weight
Sector Drift (BBRE minus REZ)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in BBRE |
Weight in REZ |
Overlap | |
---|---|---|---|---|
WELLTOWER, INC. | 4.3% | 13.6% | 4.3% | |
PUBLIC STORAGE | 4.1% | 10.7% | 4.1% | |
EXTRA SPACE STORAGE INC | 2.9% | 7.6% | 2.9% | |
AVALONBAY COMMUNITIES INC | 2.4% | 6.9% | 2.4% | |
EQUITY RESIDENTIAL | 2.1% | 6.2% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
BBRE Overweight Relative to REZ
PROLOGIS INC | 12.0% | |
EQUINIX INC | 8.1% | |
SIMON PROPERTY GROUP INC | 4.5% | |
DIGITAL REALTY TRUST INC | 4.2% | |
REALTY INCOME CORP | 3.8% | |
VICI PROPERTIES INC | 2.8% | |
IRON MOUNTAIN INC | 2.3% | |
ALEXANDRIA REAL ESTATE EQUIT | 1.9% | |
HOST HOTELS & RESORTS INC | 1.5% | |
KIMCO REALTY CORP | 1.3% |
BBRE Underweight Relative to REZ
WELLTOWER, INC. | -9.3% | |
PUBLIC STORAGE | -6.7% | |
EXTRA SPACE STORAGE INC | -4.7% | |
AVALONBAY COMMUNITIES INC | -4.5% | |
EQUITY RESIDENTIAL | -4.1% | |
ESSEX PROPERTY TRUST INC | -3.2% | |
MID-AMERICA APARTMENT COMM | -3.0% | |
HEALTHPEAK PROPERTIES, INC. | -3.0% | |
VENTAS INC | -2.9% | |
UDR INC | -2.4% |