Fund Overlap

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


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31

Number of overlapping holdings

38.3%

% of IYR's 83 holdings also in XLRE

100.0%

% of XLRE's 31 holdings also in IYR

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

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Company Weight
in IYR
Weight
in XLRE
Overlap
AMERICAN TOWER CORP-CL A 9.1% 12.4% 9.1%
PROLOGIS INC 7.1% 9.8% 7.1%
CROWN CASTLE INTL CORP 5.5% 7.6% 5.5%
EQUINIX INC 4.5% 6.2% 4.5%
PUBLIC STORAGE 3.8% 5.2% 3.8%

Position Highlights (Non-Overlapping Exposures)
IYR Overweight Relative to XLRE
COSTAR GROUP INC 2.1%
INVITATION HOMES, INC. 1.7%
SUN COMMUNITIES INC 1.5%
WP CAREY INC 1.2%
EQUITY LIFESTYLE PROPERTIES 0.9%
GAMING AND LEISURE PROPERTIE 0.9%
LIFE STORAGE, INC. 0.8%
CUBESMART 0.8%
AMERICAN HOMES 4 RENT- A 0.8%
ANNALY CAPITAL MANAGEMENT IN 0.8%
IYR Underweight Relative to XLRE
AMERICAN TOWER CORP-CL A -3.4%
PROLOGIS INC -2.6%
CROWN CASTLE INTL CORP -2.1%
EQUINIX INC -1.7%
PUBLIC STORAGE -1.4%
REALTY INCOME CORP -1.2%
SIMON PROPERTY GROUP INC -1.0%
SBA COMMUNICATIONS CORP. CLASS A -1.0%
WELLTOWER, INC. -1.0%
DIGITAL REALTY TRUST INC -1.0%
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