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   

51

Number of overlapping holdings

69.9%

% of IYR's 73 holdings also in RWR

48.1%

% of RWR's 104 holdings also in IYR

Overlap by Weight
Sector Drift (IYR minus RWR)
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 RWR
Overlap
PROLOGIS INC 9.6% 12.4% 9.6%
EQUINIX INC 5.6% 7.9% 5.6%
PUBLIC STORAGE 3.7% 4.7% 3.7%
WELLTOWER, INC. 3.6% 4.6% 3.6%
SIMON PROPERTY GROUP INC 3.2% 4.2% 3.2%

Position Highlights (Non-Overlapping Exposures)
IYR Overweight Relative to RWR
AMERICAN TOWER CORP-CL A 7.1%
CROWN CASTLE INTL CORP 3.6%
COSTAR GROUP INC 2.8%
VICI PROPERTIES INC 2.7%
CBRE GROUP, INC. CLASS A 2.1%
WEYERHAEUSER CO 2.0%
SBA COMMUNICATIONS CORP. CLASS A 2.0%
IRON MOUNTAIN INC 1.6%
GAMING AND LEISURE PROPERTIE 1.1%
ZILLOW GROUP, INC. CLASS C 0.6%
IYR Underweight Relative to RWR
PROLOGIS INC -2.8%
EQUINIX INC -2.3%
PUBLIC STORAGE -1.0%
WELLTOWER, INC. -1.0%
SIMON PROPERTY GROUP INC -0.9%
DIGITAL REALTY TRUST INC -0.9%
REALTY INCOME CORP -0.9%
EXTRA SPACE STORAGE INC -0.7%
AVALONBAY COMMUNITIES INC -0.6%
RYMAN HOSPITALITY PROPERTIES -0.6%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY