Fund Overlap

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


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106

Number of overlapping holdings

97.2%

% of BBRE's 119 holdings also in USRT

89.1%

% of USRT's 133 holdings also in BBRE

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

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Company Weight
in BBRE
Weight
in USRT
Overlap
PROLOGIS INC 8.7% 8.7% 8.7%
WELLTOWER, INC. 6.5% 8.3% 6.5%
EQUINIX INC 6.4% 7.7% 6.4%
REALTY INCOME CORP 4.2% 4.2% 4.2%
PUBLIC STORAGE 4.2% 4.2% 4.2%

Position Highlights (Non-Overlapping Exposures)
BBRE Overweight Relative to USRT
ALEXANDRIA REAL ESTATE EQUIT 0.4%
SL GREEN REALTY CORP 0.4%
EXTRA SPACE STORAGE INC 0.3%
AVALONBAY COMMUNITIES INC 0.3%
HEALTHPEAK PROPERTIES, INC. 0.3%
MID-AMERICA APARTMENT COMM 0.3%
ESSEX PROPERTY TRUST INC 0.3%
AMERICAN HEALTHC 0.2%
UDR INC 0.2%
SUN COMMUNITIES INC 0.2%
BBRE Underweight Relative to USRT
WELLTOWER, INC. -1.7%
EQUINIX INC -1.3%
LAMAR ADVERTISING COMPANY CLASS A -0.9%
DIGITAL REALTY TRUST INC -0.8%
SIMON PROPERTY GROUP INC -0.4%
IRON MOUNTAIN INC -0.3%
CARETRUST REIT INC -0.2%
OMEGA HEALTHCARE INVESTORS -0.1%
ESSENTIAL PROPERTIES REALTY TRUST, I -0.1%
BOSTON PROPERTIES INC -0.1%
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