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   

30

Number of overlapping holdings

41.1%

% of IYR's 73 holdings also in ROOF

33.7%

% of ROOF's 88 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% 6.6% 6.6%
AMERICAN TOWER CORP-CL A 7.1% 6.3% 6.3%
EQUINIX INC 5.6% 6.0% 5.6%
CROWN CASTLE INTL CORP 3.6% 4.3% 3.6%
WELLTOWER, INC. 3.6% 4.1% 3.6%

Position Highlights (Non-Overlapping Exposures)
IYR Overweight Relative to ROOF
PUBLIC STORAGE 3.7%
SIMON PROPERTY GROUP INC 3.2%
REALTY INCOME CORP 3.1%
PROLOGIS INC 3.1%
COSTAR GROUP INC 2.8%
VICI PROPERTIES INC 2.7%
EXTRA SPACE STORAGE INC 2.3%
CBRE GROUP, INC. CLASS A 2.1%
WEYERHAEUSER CO 2.0%
IRON MOUNTAIN INC 1.6%
IYR Underweight Relative to ROOF
KEPPEL DC REIT -4.6%
UNITI GROUP INC -2.8%
SBA COMMUNICATIONS CORP. CLASS A -2.7%
SEGRO PLC -2.5%
DIGITAL REALTY TRUST INC -1.7%
AB SAGAX CLASS B -1.6%
REXFORD INDUSTRIAL REALTY IN -1.5%
MAPLETREE LOGISTICS TRUST -1.4%
AMERICOLD REALTY TRUST -1.2%
NIPPON PROLOGIS REIT INC -1.2%
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