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

126
Number of overlapping holdings
94.0%
% of DFAR's 137 holdings also in FRI
93.3%
% of FRI's 138 holdings also in DFAR
Overlap by Weight
Sector Drift (DFAR minus FRI)
Overlapping Holdings
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Company | Weight in DFAR |
Weight in FRI |
Overlap | |
---|---|---|---|---|
PROLOGIS INC | 9.9% | 11.4% | 9.9% | |
EQUINIX INC | 6.3% | 7.3% | 6.3% | |
PUBLIC STORAGE | 3.8% | 4.3% | 3.8% | |
WELLTOWER, INC. | 3.8% | 4.4% | 3.8% | |
DIGITAL REALTY TRUST INC | 3.4% | 3.9% | 3.4% |
Position Highlights (Non-Overlapping Exposures)
DFAR Overweight Relative to FRI
AMERICAN TOWER CORP-CL A | 7.3% | |
CROWN CASTLE INTL CORP | 3.7% | |
SBA COMMUNICATIONS CORP. CLASS A | 2.1% | |
LAMAR ADVERTISING COMPANY CLASS A | 0.6% | |
OUTFRONT MEDIA INC. | 0.1% | |
GLOBAL SELF STORAGE, INC. | 0.0% | |
HUDSON PACIFIC PROPERTIES IN | 0.0% | |
SOTHERLY HOTELS INC. | 0.0% | |
CIM COMMERCIAL TRUST CORPORATION | 0.0% | |
ASHFORD HOSPITALITY PRIME, INC. | 0.0% |
DFAR Underweight Relative to FRI
PROLOGIS INC | -1.5% | |
EQUINIX INC | -0.9% | |
HEALTHCARE REALTY TRUST INC | -0.6% | |
WELLTOWER, INC. | -0.6% | |
REALTY INCOME CORP | -0.6% | |
PUBLIC STORAGE | -0.6% | |
DIGITAL REALTY TRUST INC | -0.5% | |
SIMON PROPERTY GROUP INC | -0.5% | |
VICI PROPERTIES INC | -0.4% | |
EXTRA SPACE STORAGE INC | -0.4% |