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   

50

Number of overlapping holdings

73.5%

% of IYR's 72 holdings also in FRI

37.9%

% of FRI's 134 holdings also in IYR

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

Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.


Company Weight
in IYR
Weight
in FRI
Overlap
PROLOGIS INC 8.2% 9.7% 8.2%
WELLTOWER, INC. 4.6% 5.4% 4.6%
EQUINIX INC 4.5% 7.0% 4.5%
SIMON PROPERTY GROUP INC 4.1% 4.7% 4.1%
REALTY INCOME CORP 3.9% 4.5% 3.9%

Position Highlights (Non-Overlapping Exposures)
IYR Overweight Relative to FRI
AMERICAN TOWER CORP-CL A 7.1%
CROWN CASTLE INTL CORP 3.6%
COSTAR GROUP INC 3.1%
CBRE GROUP, INC. CLASS A 2.3%
WEYERHAEUSER CO 1.9%
SBA COMMUNICATIONS CORP. CLASS A 1.8%
HEALTHPEAK PROPERTIES, INC. 1.2%
LAMAR ADVERTISING COMPANY CLASS A 0.9%
JONES LANG LASALLE INC 0.8%
ZILLOW GROUP, INC. CLASS C 0.6%
IYR Underweight Relative to FRI
EQUINIX INC -2.5%
PROLOGIS INC -1.5%
PHYSICIANS REALTY TRUST -1.4%
WELLTOWER, INC. -0.7%
REALTY INCOME CORP -0.6%
DIGITAL REALTY TRUST INC -0.6%
RYMAN HOSPITALITY PROPERTIES -0.6%
SIMON PROPERTY GROUP INC -0.6%
PUBLIC STORAGE -0.6%
HEALTHCARE REALTY TRUST INC -0.6%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY