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   

114

Number of overlapping holdings

85.7%

% of FRI's 137 holdings also in BBRE

99.1%

% of BBRE's 123 holdings also in FRI

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

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Company Weight
in FRI
Weight
in BBRE
Overlap
PROLOGIS INC 8.7% 10.4% 8.7%
EQUINIX INC 7.5% 6.7% 6.7%
WELLTOWER, INC. 6.4% 5.1% 5.1%
SIMON PROPERTY GROUP INC 4.5% 4.3% 4.3%
PUBLIC STORAGE 4.4% 4.1% 4.1%

Position Highlights (Non-Overlapping Exposures)
FRI Overweight Relative to BBRE
WELLTOWER, INC. 1.3%
PHYSICIANS REALTY TRUST 1.2%
LAMAR ADVERTISING COMPANY CLASS A 0.9%
DIGITAL REALTY TRUST INC 0.9%
EQUINIX INC 0.8%
HEALTHCARE REALTY TRUST INC 0.5%
AMERICAN HEALTHC 0.3%
LINN ENERGY LLC-UNITS 0.3%
PUBLIC STORAGE 0.3%
IRON MOUNTAIN INC 0.2%
FRI Underweight Relative to BBRE
PROLOGIS INC -1.7%
HEALTHPEAK PROPERTIES, INC. -1.4%
INVITATION HOMES, INC. -0.4%
ALEXANDRIA REAL ESTATE EQUIT -0.4%
EXTRA SPACE STORAGE INC -0.3%
SUN COMMUNITIES INC -0.3%
AMERICOLD REALTY TRUST -0.2%
SITE CENTERS CORP -0.2%
DDR CORP -0.2%
EQUITY RESIDENTIAL -0.2%
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