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   

7

Number of overlapping holdings

19.4%

% of REZ's 39 holdings also in SPRE

28.0%

% of SPRE's 25 holdings also in REZ

Overlap by Weight
Sector Drift (REZ minus SPRE)
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 REZ
Weight
in SPRE
Overlap
WELLTOWER, INC. 18.4% 12.3% 12.3%
AVALONBAY COMMUNITIES INC 5.9% 4.9% 4.9%
EQUITY RESIDENTIAL 4.5% 4.9% 4.5%
MID-AMERICA APARTMENT COMM 4.3% 4.8% 4.3%
EQUITY LIFESTYLE PROPERTIES 2.9% 4.9% 2.9%

Position Highlights (Non-Overlapping Exposures)
REZ Overweight Relative to SPRE
PUBLIC STORAGE 9.5%
WELLTOWER, INC. 6.1%
EXTRA SPACE STORAGE INC 6.0%
VENTAS INC 5.8%
INVITATION HOMES, INC. 4.7%
ESSEX PROPERTY TRUST INC 4.1%
SUN COMMUNITIES INC 3.7%
UDR INC 3.2%
ALEXANDRIA REAL ESTATE EQUIT 3.1%
HEALTHPEAK PROPERTIES, INC. 3.1%
REZ Underweight Relative to SPRE
PROLOGIS INC -11.9%
EQUINIX INC -11.7%
GOODMAN GROUP -10.9%
WEYERHAEUSER CO -4.7%
EASTGROUP PROPERTIES INC -3.5%
REXFORD INDUSTRIAL REALTY IN -3.1%
FIRST INDUSTRIAL REALTY TR -2.7%
TERRENO REALTY CORP -2.4%
CAMDEN PROPERTY TRUST -2.1%
EQUITY LIFESTYLE PROPERTIES -2.0%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY