Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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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 | 11.5% | 11.4% | 11.4% | |
EQUINIX INC | 7.3% | 7.2% | 7.2% | |
SIMON PROPERTY GROUP INC | 4.7% | 4.7% | 4.7% | |
WELLTOWER, INC. | 4.7% | 4.9% | 4.7% | |
PUBLIC STORAGE | 4.3% | 4.2% | 4.2% |
Position Highlights (Non-Overlapping Exposures)
FRI Overweight Relative to USRT
PHYSICIANS REALTY TRUST | 1.2% | |
HEALTHCARE REALTY TRUST INC | 0.5% | |
SL GREEN REALTY CORP | 0.3% | |
EQUITY COMMONWEALTH | 0.2% | |
UNITI GROUP INC | 0.1% | |
PROLOGIS INC | 0.1% | |
EQUINIX INC | 0.1% | |
SAFEHOLD, INC. | 0.1% | |
PUBLIC STORAGE | 0.1% | |
EQUITY LIFESTYLE PROPERTIES | 0.1% |
FRI Underweight Relative to USRT
HEALTHPEAK PROPERTIES, INC. | -1.2% | |
LAMAR ADVERTISING COMPANY CLASS A | -1.0% | |
WELLTOWER, INC. | -0.2% | |
OUTFRONT MEDIA INC. | -0.2% | |
ALEXANDRIA REAL ESTATE EQUIT | -0.2% | |
EQUITY RESIDENTIAL | -0.1% | |
INVITATION HOMES, INC. | -0.1% | |
REGENCY CENTERS CORP | -0.1% | |
UDR INC | -0.1% | |
BOSTON PROPERTIES INC | -0.1% |