Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
31.8%
% of RITA's 44 holdings also in REZ
38.9%
% of REZ's 37 holdings also in RITA
Overlap by Weight
Sector Drift (RITA minus REZ)
Overlapping Holdings
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Company | Weight in RITA |
Weight in REZ |
Overlap | |
---|---|---|---|---|
WELLTOWER, INC. | 8.5% | 13.6% | 8.5% | |
PUBLIC STORAGE | 7.5% | 10.7% | 7.5% | |
AVALONBAY COMMUNITIES INC | 8.3% | 6.9% | 6.9% | |
EQUITY RESIDENTIAL | 7.8% | 6.2% | 6.2% | |
UDR INC | 3.6% | 3.6% | 3.6% |
Position Highlights (Non-Overlapping Exposures)
RITA Overweight Relative to REZ
PROLOGIS INC | 8.0% | |
DIGITAL REALTY TRUST INC | 7.2% | |
ALEXANDRIA REAL ESTATE EQUIT | 4.4% | |
EASTGROUP PROPERTIES INC | 4.1% | |
NIPPON PROLOGIS REIT INC | 3.4% | |
TRITAX BIG BOX REIT PLC | 2.9% | |
REGENCY CENTERS CORP | 2.5% | |
FRASERS LOGISTICS & COMMERCIAL TRUST | 2.4% | |
MIRVAC GROUP | 2.0% | |
ADVANCE RESIDENCE INVESTMENT | 2.0% |
RITA Underweight Relative to REZ
EXTRA SPACE STORAGE INC | -7.6% | |
WELLTOWER, INC. | -5.1% | |
VENTAS INC | -4.7% | |
ESSEX PROPERTY TRUST INC | -4.6% | |
HEALTHPEAK PROPERTIES, INC. | -3.9% | |
SUN COMMUNITIES INC | -3.5% | |
PUBLIC STORAGE | -3.2% | |
EQUITY LIFESTYLE PROPERTIES | -3.1% | |
MID-AMERICA APARTMENT COMM | -2.1% | |
OMEGA HEALTHCARE INVESTORS | -2.1% |