Fund Overlap

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


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59

Number of overlapping holdings

76.6%

% of IYR's 80 holdings also in USRT

43.4%

% of USRT's 141 holdings also in IYR

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

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Company Weight
in IYR
Weight
in USRT
Overlap
PROLOGIS INC 6.6% 8.1% 6.6%
EQUINIX INC 4.5% 5.6% 4.5%
PUBLIC STORAGE 4.1% 4.9% 4.1%
REALTY INCOME CORP 3.1% 3.9% 3.1%
WELLTOWER, INC. 2.6% 3.2% 2.6%

Position Highlights (Non-Overlapping Exposures)
IYR Overweight Relative to USRT
AMERICAN TOWER CORP-CL A 8.8%
CROWN CASTLE INTL CORP 5.5%
SBA COMMUNICATIONS CORP. CLASS A 2.7%
COSTAR GROUP INC 2.4%
CBRE GROUP, INC. CLASS A 1.9%
WEYERHAEUSER CO 1.9%
JONES LANG LASALLE INC 0.6%
STARWOOD PROPERTY TRUST INC 0.5%
ZILLOW GROUP, INC. CLASS C 0.4%
AGNC INVESTMENT CORP. 0.4%
IYR Underweight Relative to USRT
PROLOGIS INC -1.5%
EQUINIX INC -1.0%
PUBLIC STORAGE -0.9%
REALTY INCOME CORP -0.7%
EQUITY RESIDENTIAL -0.7%
ALEXANDRIA REAL ESTATE EQUIT -0.6%
WELLTOWER, INC. -0.6%
SIMON PROPERTY GROUP INC -0.6%
VICI PROPERTIES INC -0.6%
DIGITAL REALTY TRUST INC -0.5%
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