Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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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 8.4% 5.6% 5.6%
AMERICAN TOWER CORP-CL A 7.5% 5.3% 5.3%
WELLTOWER, INC. 4.8% 4.7% 4.7%
EQUINIX INC 4.5% 5.5% 4.5%
DIGITAL REALTY TRUST INC 4.0% 5.0% 4.0%

Position Highlights (Non-Overlapping Exposures)
IYR Overweight Relative to ROOF
SIMON PROPERTY GROUP INC 4.2%
REALTY INCOME CORP 3.7%
PUBLIC STORAGE 3.6%
PROLOGIS INC 2.8%
EXTRA SPACE STORAGE INC 2.6%
COSTAR GROUP INC 2.6%
VICI PROPERTIES INC 2.5%
AMERICAN TOWER CORP-CL A 2.2%
CBRE GROUP, INC. CLASS A 2.1%
IRON MOUNTAIN INC 2.1%
IYR Underweight Relative to ROOF
UNITI GROUP INC -5.2%
KEPPEL DC REIT -3.8%
SEGRO PLC -3.0%
SBA COMMUNICATIONS CORP. CLASS A -2.1%
AB SAGAX CLASS B -1.9%
REXFORD INDUSTRIAL REALTY IN -1.7%
TERRENO REALTY CORP -1.3%
MAPLETREE LOGISTICS TRUST -1.2%
EASTGROUP PROPERTIES INC -1.2%
AMERICOLD REALTY TRUST -1.1%
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