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   

52

Number of overlapping holdings

76.5%

% of IYR's 72 holdings also in USRT

41.9%

% of USRT's 130 holdings also in IYR

Overlap by Weight
Sector Drift (IYR minus USRT)
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 USRT
Overlap
PROLOGIS INC 9.4% 11.1% 9.4%
EQUINIX INC 4.6% 7.1% 4.6%
WELLTOWER, INC. 4.2% 4.9% 4.2%
SIMON PROPERTY GROUP INC 4.1% 4.7% 4.1%
PUBLIC STORAGE 3.7% 4.3% 3.7%

Position Highlights (Non-Overlapping Exposures)
IYR Overweight Relative to USRT
AMERICAN TOWER CORP-CL A 7.2%
CROWN CASTLE INTL CORP 3.6%
COSTAR GROUP INC 3.2%
CBRE GROUP, INC. CLASS A 2.4%
WEYERHAEUSER CO 2.1%
SBA COMMUNICATIONS CORP. CLASS A 1.9%
JONES LANG LASALLE INC 0.8%
ZILLOW GROUP, INC. CLASS C 0.6%
AGNC INVESTMENT CORP. 0.6%
STARWOOD PROPERTY TRUST INC 0.5%
IYR Underweight Relative to USRT
EQUINIX INC -2.5%
PROLOGIS INC -1.7%
WELLTOWER, INC. -0.7%
RYMAN HOSPITALITY PROPERTIES -0.6%
SIMON PROPERTY GROUP INC -0.6%
REALTY INCOME CORP -0.6%
DIGITAL REALTY TRUST INC -0.6%
PUBLIC STORAGE -0.6%
TERRENO REALTY CORP -0.5%
ALEXANDRIA REAL ESTATE EQUIT -0.5%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY