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   

29

Number of overlapping holdings

42.6%

% of IYR's 72 holdings also in ROOF

33.0%

% of ROOF's 99 holdings also in IYR

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

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Company Weight
in IYR
Weight
in ROOF
Overlap
PROLOGIS INC 9.6% 5.6% 5.6%
AMERICAN TOWER CORP-CL A 7.3% 5.3% 5.3%
EQUINIX INC 4.7% 5.5% 4.7%
WELLTOWER, INC. 4.2% 4.7% 4.2%
CROWN CASTLE INTL CORP 3.7% 4.7% 3.7%

Position Highlights (Non-Overlapping Exposures)
IYR Overweight Relative to ROOF
SIMON PROPERTY GROUP INC 4.1%
PROLOGIS INC 4.0%
PUBLIC STORAGE 3.6%
REALTY INCOME CORP 3.6%
COSTAR GROUP INC 3.2%
EXTRA SPACE STORAGE INC 2.5%
VICI PROPERTIES INC 2.5%
CBRE GROUP, INC. CLASS A 2.4%
WEYERHAEUSER CO 2.1%
AMERICAN TOWER CORP-CL A 2.0%
IYR Underweight Relative to ROOF
UNITI GROUP INC -5.2%
KEPPEL DC REIT -3.8%
SEGRO PLC -3.0%
AB SAGAX CLASS B -1.9%
SBA COMMUNICATIONS CORP. CLASS A -1.9%
REXFORD INDUSTRIAL REALTY IN -1.6%
DIGITAL REALTY TRUST INC -1.5%
TERRENO REALTY CORP -1.3%
MAPLETREE LOGISTICS TRUST -1.2%
EASTGROUP PROPERTIES INC -1.2%
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