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   

24

Number of overlapping holdings

18.2%

% of FRI's 134 holdings also in XLRE

77.4%

% of XLRE's 31 holdings also in FRI

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

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Company Weight
in FRI
Weight
in XLRE
Overlap
PROLOGIS INC 11.5% 12.0% 11.5%
EQUINIX INC 7.3% 7.6% 7.3%
SIMON PROPERTY GROUP INC 4.7% 5.0% 4.7%
WELLTOWER, INC. 4.7% 5.2% 4.7%
PUBLIC STORAGE 4.3% 4.5% 4.3%

Position Highlights (Non-Overlapping Exposures)
FRI Overweight Relative to XLRE
SUN COMMUNITIES INC 1.5%
PHYSICIANS REALTY TRUST 1.2%
WP CAREY INC 1.2%
EQUITY LIFESTYLE PROPERTIES 1.2%
GAMING AND LEISURE PROPERTIE 1.2%
AMERICAN HOMES 4 RENT- A 1.1%
REXFORD INDUSTRIAL REALTY IN 1.0%
CUBESMART 1.0%
EASTGROUP PROPERTIES INC 0.8%
NATIONAL RETAIL PROPERTIES 0.7%
FRI Underweight Relative to XLRE
AMERICAN TOWER CORP-CL A -9.1%
CROWN CASTLE INTL CORP -4.5%
COSTAR GROUP INC -4.0%
CBRE GROUP, INC. CLASS A -2.9%
WEYERHAEUSER CO -2.6%
SBA COMMUNICATIONS CORP. CLASS A -2.4%
HEALTHPEAK PROPERTIES, INC. -1.3%
PROLOGIS INC -0.6%
WELLTOWER, INC. -0.5%
EQUINIX INC -0.4%
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