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   

18

Number of overlapping holdings

26.5%

% of IYR's 72 holdings also in BYRE

81.8%

% of BYRE's 23 holdings also in IYR

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

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Company Weight
in IYR
Weight
in BYRE
Overlap
AMERICAN TOWER CORP-CL A 7.1% 7.2% 7.1%
WELLTOWER, INC. 4.6% 5.0% 4.6%
DIGITAL REALTY TRUST INC 3.8% 5.2% 3.8%
EQUINIX INC 4.5% 3.7% 3.7%
CROWN CASTLE INTL CORP 3.6% 3.9% 3.6%

Position Highlights (Non-Overlapping Exposures)
IYR Overweight Relative to BYRE
PROLOGIS INC 8.2%
SIMON PROPERTY GROUP INC 4.1%
REALTY INCOME CORP 3.9%
PUBLIC STORAGE 3.7%
COSTAR GROUP INC 3.1%
AVALONBAY COMMUNITIES INC 2.4%
CBRE GROUP, INC. CLASS A 2.3%
IRON MOUNTAIN INC 2.0%
EQUITY RESIDENTIAL 1.9%
WEYERHAEUSER CO 1.9%
IYR Underweight Relative to BYRE
REXFORD INDUSTRIAL REALTY IN -5.4%
VENTAS INC -5.3%
INVITATION HOMES, INC. -4.8%
SUN COMMUNITIES INC -4.7%
EXTRA SPACE STORAGE INC -3.9%
TERRENO REALTY CORP -3.8%
AMERICAN HOMES 4 RENT- A -3.7%
SABRA HEALTH CARE REIT INC -3.2%
NATL HEALTH INVESTORS INC -3.2%
EQUITY LIFESTYLE PROPERTIES -3.1%
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