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   

56

Number of overlapping holdings

76.7%

% of IYR's 73 holdings also in BBRE

46.3%

% of BBRE's 123 holdings also in IYR

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

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Company Weight
in IYR
Weight
in BBRE
Overlap
PROLOGIS INC 9.6% 11.6% 9.6%
EQUINIX INC 5.6% 7.3% 5.6%
PUBLIC STORAGE 3.7% 4.1% 3.7%
WELLTOWER, INC. 3.6% 4.1% 3.6%
SIMON PROPERTY GROUP INC 3.2% 3.9% 3.2%

Position Highlights (Non-Overlapping Exposures)
IYR Overweight Relative to BBRE
AMERICAN TOWER CORP-CL A 7.1%
CROWN CASTLE INTL CORP 3.6%
COSTAR GROUP INC 2.8%
CBRE GROUP, INC. CLASS A 2.1%
WEYERHAEUSER CO 2.0%
SBA COMMUNICATIONS CORP. CLASS A 2.0%
ZILLOW GROUP, INC. CLASS C 0.6%
LAMAR ADVERTISING COMPANY CLASS A 0.6%
JONES LANG LASALLE INC 0.6%
STARWOOD PROPERTY TRUST INC 0.6%
IYR Underweight Relative to BBRE
PROLOGIS INC -1.9%
EQUINIX INC -1.7%
HEALTHCARE TRUST OF AMERICA, INC. CL -0.7%
SIMON PROPERTY GROUP INC -0.6%
DIGITAL REALTY TRUST INC -0.6%
KITE REALTY GROUP TRUST -0.5%
WELLTOWER, INC. -0.5%
EQUITY RESIDENTIAL -0.5%
TERRENO REALTY CORP -0.5%
RYMAN HOSPITALITY PROPERTIES -0.5%
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