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

12.4%

% of RWR's 100 holdings also in INDS

44.4%

% of INDS's 27 holdings also in RWR

Overlap by Weight
Sector Drift (RWR minus INDS)
Overlapping Holdings

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Company Weight
in RWR
Weight
in INDS
Overlap
PROLOGIS INC 9.1% 14.2% 9.1%
PUBLIC STORAGE 4.5% 15.5% 4.5%
EXTRA SPACE STORAGE INC 3.2% 15.2% 3.2%
WP CAREY INC 1.5% 4.6% 1.5%
CUBESMART 1.0% 4.4% 1.0%

Position Highlights (Non-Overlapping Exposures)
RWR Overweight Relative to INDS
WELLTOWER, INC. 8.9%
REALTY INCOME CORP 4.8%
DIGITAL REALTY TRUST INC 4.6%
EQUINIX INC 4.3%
SIMON PROPERTY GROUP INC 4.2%
VENTAS INC 3.2%
AVALONBAY COMMUNITIES INC 3.1%
EQUITY RESIDENTIAL 2.5%
INVITATION HOMES, INC. 2.1%
MID-AMERICA APARTMENT COMM 2.0%
RWR Underweight Relative to INDS
EXTRA SPACE STORAGE INC -11.9%
PUBLIC STORAGE -10.9%
PROLOGIS INC -5.1%
SEGRO PLC -4.7%
CUBESMART -3.5%
EASTGROUP PROPERTIES INC -3.2%
WP CAREY INC -3.2%
REXFORD INDUSTRIAL REALTY IN -2.9%
LONDONMETRIC PROPERTY PLC -2.4%
FIRST INDUSTRIAL REALTY TR -2.4%
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