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
279
Number of overlapping holdings
79.0%
% of DFGR's 445 holdings also in REET
96.9%
% of REET's 344 holdings also in DFGR
Overlap by Weight
Sector Drift (DFGR minus REET)
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 DFGR |
Weight in REET |
Overlap | |
|---|---|---|---|---|
 |
PROLOGIS INC | 6.7% | 8.0% | 6.7% |
|
EQUINIX INC | 4.9% | 5.7% | 4.9% |
|
WELLTOWER, INC. | 3.1% | 3.5% | 3.1% |
|
DIGITAL REALTY TRUST INC | 2.7% | 3.2% | 2.7% |
|
PUBLIC STORAGE | 2.6% | 3.1% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
DFGR Overweight Relative to REET
|
AMERICAN TOWER CORP-CL A | 6.0% |
|
CROWN CASTLE INTL CORP | 2.9% |
 |
GOODMAN GROUP | 1.7% |
|
SBA COMMUNICATIONS CORP. CLASS A | 1.6% |
|
IRON MOUNTAIN INC | 1.2% |
|
LAMAR ADVERTISING COMPANY CLASS A | 0.6% |
|
CHARTER HALL GROUP | 0.2% |
|
EQUITY COMMONWEALTH | 0.1% |
|
OUTFRONT MEDIA INC. | 0.1% |
 |
UNITE GROUP PLC | 0.1% |
DFGR Underweight Relative to REET
|
PROLOGIS INC | -1.3% |
|
EQUINIX INC | -0.9% |
|
WELLTOWER, INC. | -0.5% |
|
PUBLIC STORAGE | -0.5% |
|
DIGITAL REALTY TRUST INC | -0.5% |
|
SIMON PROPERTY GROUP INC | -0.5% |
|
EXTRA SPACE STORAGE INC | -0.3% |
|
EQUITY RESIDENTIAL | -0.3% |
|
AVALONBAY COMMUNITIES INC | -0.3% |
|
VICI PROPERTIES INC | -0.3% |