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

33.7%

% of IYR's 86 holdings also in XLRE

100.0%

% of XLRE's 29 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 8.6% 12.8% 8.6%
PROLOGIS INC 7.0% 10.5% 7.0%
CROWN CASTLE INTL CORP 5.1% 7.7% 5.1%
EQUINIX INC 4.2% 7.3% 4.2%
PUBLIC STORAGE 3.3% 4.9% 3.3%

Position Highlights (Non-Overlapping Exposures)
IYR Overweight Relative to XLRE
COSTAR GROUP INC 2.6%
INVITATION HOMES, INC. 1.6%
SUN COMMUNITIES INC 1.6%
VICI PROPERTIES INC 1.2%
CAMDEN PROPERTY TRUST 1.1%
EQUITY LIFESTYLE PROPERTIES 1.0%
WP CAREY INC 1.0%
JONES LANG LASALLE INC 0.9%
ANNALY CAPITAL MANAGEMENT IN 0.8%
MEDICAL PROPERTIES TRUST INC 0.8%
IYR Underweight Relative to XLRE
AMERICAN TOWER CORP-CL A -4.2%
PROLOGIS INC -3.5%
EQUINIX INC -3.1%
CROWN CASTLE INTL CORP -2.5%
PUBLIC STORAGE -1.6%
SIMON PROPERTY GROUP INC -1.5%
DIGITAL REALTY TRUST INC -1.4%
SBA COMMUNICATIONS CORP. CLASS A -1.2%
CBRE GROUP, INC. CLASS A -1.1%
WELLTOWER, INC. -1.1%
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