Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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18
Number of overlapping holdings
26.5%
% of IYR's 72 holdings also in JRE
90.0%
% of JRE's 25 holdings also in IYR
Overlap by Weight
Sector Drift (IYR minus JRE)
Overlapping Holdings
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| Company | Weight in IYR |
Weight in JRE |
Overlap | |
|---|---|---|---|---|
 |
PROLOGIS INC | 8.3% | 10.8% | 8.3% |
|
EQUINIX INC | 4.7% | 10.7% | 4.7% |
|
WELLTOWER, INC. | 4.5% | 7.5% | 4.5% |
|
EXTRA SPACE STORAGE INC | 2.5% | 6.1% | 2.5% |
|
AVALONBAY COMMUNITIES INC | 2.3% | 6.3% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
IYR Overweight Relative to JRE
|
AMERICAN TOWER CORP-CL A | 6.9% |
|
SIMON PROPERTY GROUP INC | 4.1% |
|
REALTY INCOME CORP | 3.9% |
|
DIGITAL REALTY TRUST INC | 3.7% |
|
CROWN CASTLE INTL CORP | 3.7% |
|
PUBLIC STORAGE | 3.7% |
|
COSTAR GROUP INC | 3.1% |
|
VICI PROPERTIES INC | 2.6% |
|
WEYERHAEUSER CO | 2.0% |
|
IRON MOUNTAIN INC | 1.9% |
IYR Underweight Relative to JRE
|
EQUINIX INC | -6.1% |
|
SABRA HEALTH CARE REIT INC | -4.3% |
|
AMERICOLD REALTY TRUST | -4.2% |
|
AVALONBAY COMMUNITIES INC | -4.0% |
|
EXTRA SPACE STORAGE INC | -3.6% |
|
KILROY REALTY CORP | -3.5% |
|
BRIXMOR PROPERTY GROUP INC | -3.5% |
|
STAG INDUSTRIAL INC | -3.5% |
 |
CHARTWELL SENIORS HOUSING RE | -3.4% |
|
NATIONAL RETAIL PROPERTIES | -3.3% |