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   

12

Number of overlapping holdings

40.0%

% of JPRE's 30 holdings also in BYRE

54.5%

% of BYRE's 23 holdings also in JPRE

Overlap by Weight
Sector Drift (JPRE minus BYRE)
Overlapping Holdings

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Company Weight
in JPRE
Weight
in BYRE
Overlap
AMERICAN TOWER CORP-CL A 10.3% 7.2% 7.2%
DIGITAL REALTY TRUST INC 7.4% 5.2% 5.2%
WELLTOWER, INC. 5.9% 5.0% 5.0%
VENTAS INC 4.9% 6.9% 4.9%
AMERICAN HOMES 4 RENT- A 4.0% 4.6% 4.0%

Position Highlights (Non-Overlapping Exposures)
JPRE Overweight Relative to BYRE
PROLOGIS INC 8.1%
EQUITY RESIDENTIAL 5.0%
EQUINIX INC 4.7%
KIMCO REALTY CORP 4.4%
PUBLIC STORAGE 4.0%
AGREE REALTY CORP 3.2%
AMERICAN TOWER CORP-CL A 3.1%
AMERICOLD REALTY TRUST 2.4%
HEALTHCARE TRUST OF AMERICA, INC. CL 2.3%
DIGITAL REALTY TRUST INC 2.2%
JPRE Underweight Relative to BYRE
EXTRA SPACE STORAGE INC -6.5%
INVITATION HOMES, INC. -6.5%
VICI PROPERTIES INC -4.3%
GAMING AND LEISURE PROPERTIE -4.1%
EQUITY LIFESTYLE PROPERTIES -4.1%
CROWN CASTLE INTL CORP -3.9%
TERRENO REALTY CORP -3.8%
SUN COMMUNITIES INC -3.6%
REXFORD INDUSTRIAL REALTY IN -3.5%
NATL HEALTH INVESTORS INC -3.2%
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