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
18
Number of overlapping holdings
18.6%
% of RWR's 99 holdings also in JRE
81.8%
% of JRE's 25 holdings also in RWR
Overlap by Weight
Sector Drift (RWR minus JRE)
Overlapping Holdings
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| Company | Weight in RWR |
Weight in JRE |
Overlap | |
|---|---|---|---|---|
 |
PROLOGIS INC | 9.1% | 5.4% | 5.4% |
|
REALTY INCOME CORP | 4.8% | 7.0% | 4.8% |
|
WELLTOWER, INC. | 8.9% | 4.7% | 4.7% |
|
DIGITAL REALTY TRUST INC | 4.6% | 5.9% | 4.6% |
|
PUBLIC STORAGE | 4.5% | 7.8% | 4.5% |
Position Highlights (Non-Overlapping Exposures)
RWR Overweight Relative to JRE
|
SIMON PROPERTY GROUP INC | 4.2% |
|
WELLTOWER, INC. | 4.2% |
|
PROLOGIS INC | 3.8% |
|
EXTRA SPACE STORAGE INC | 3.2% |
|
EQUITY RESIDENTIAL | 2.5% |
|
INVITATION HOMES, INC. | 2.1% |
|
MID-AMERICA APARTMENT COMM | 2.0% |
|
ESSEX PROPERTY TRUST INC | 1.9% |
|
SUN COMMUNITIES INC | 1.6% |
|
KIMCO REALTY CORP | 1.5% |
RWR Underweight Relative to JRE
|
EQUINIX INC | -4.7% |
|
EASTGROUP PROPERTIES INC | -3.7% |
|
SABRA HEALTH CARE REIT INC | -3.4% |
|
PUBLIC STORAGE | -3.2% |
|
BOSTON PROPERTIES INC | -3.1% |
|
FIRST INDUSTRIAL REALTY TR | -3.0% |
|
UDR INC | -2.9% |
|
HIGHWOODS PROPERTIES INC | -2.8% |
 |
CANADIAN APARTMENT PROPERTIES REAL E | -2.8% |
|
AMERICAN HOMES 4 RENT- A | -2.7% |