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   

121

Number of overlapping holdings

91.7%

% of FRI's 134 holdings also in USRT

97.6%

% of USRT's 131 holdings also in FRI

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

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Company Weight
in FRI
Weight
in USRT
Overlap
PROLOGIS INC 9.7% 9.6% 9.6%
EQUINIX INC 7.0% 6.9% 6.9%
WELLTOWER, INC. 5.4% 5.3% 5.3%
SIMON PROPERTY GROUP INC 4.7% 4.7% 4.7%
REALTY INCOME CORP 4.5% 4.4% 4.4%

Position Highlights (Non-Overlapping Exposures)
FRI Overweight Relative to USRT
PHYSICIANS REALTY TRUST 1.4%
HEALTHCARE REALTY TRUST INC 0.6%
SL GREEN REALTY CORP 0.3%
DIGITAL REALTY TRUST INC 0.3%
EQUITY COMMONWEALTH 0.2%
EQUINIX INC 0.1%
PROLOGIS INC 0.1%
UNITI GROUP INC 0.1%
SAFEHOLD, INC. 0.1%
PUBLIC STORAGE 0.1%
FRI Underweight Relative to USRT
HEALTHPEAK PROPERTIES, INC. -1.3%
LAMAR ADVERTISING COMPANY CLASS A -1.0%
OUTFRONT MEDIA INC. -0.2%
ALEXANDRIA REAL ESTATE EQUIT -0.2%
EQUITY RESIDENTIAL -0.2%
INVITATION HOMES, INC. -0.1%
UDR INC -0.1%
REGENCY CENTERS CORP -0.1%
FEDERAL REALTY OP LP -0.1%
BOSTON PROPERTIES INC -0.1%
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