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   

20

Number of overlapping holdings

20.0%

% of RWR's 101 holdings also in PSR

80.0%

% of PSR's 25 holdings also in RWR

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

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Company Weight
in RWR
Weight
in PSR
Overlap
EQUINIX INC 7.3% 9.2% 7.3%
PROLOGIS INC 10.4% 4.8% 4.8%
PUBLIC STORAGE 4.7% 4.8% 4.7%
SIMON PROPERTY GROUP INC 4.6% 4.7% 4.6%
REALTY INCOME CORP 4.6% 4.6% 4.6%

Position Highlights (Non-Overlapping Exposures)
RWR Overweight Relative to PSR
PROLOGIS INC 5.6%
WELLTOWER, INC. 4.0%
EXTRA SPACE STORAGE INC 3.5%
AVALONBAY COMMUNITIES INC 3.1%
VENTAS INC 2.1%
DIGITAL REALTY TRUST INC 2.1%
ESSEX PROPERTY TRUST INC 1.9%
SUN COMMUNITIES INC 1.5%
UDR INC 1.3%
WP CAREY INC 1.3%
RWR Underweight Relative to PSR
AMERICAN TOWER CORP-CL A -10.0%
CROWN CASTLE INTL CORP -4.7%
OMEGA HEALTHCARE INVESTORS -4.0%
REXFORD INDUSTRIAL REALTY IN -3.7%
KIMCO REALTY CORP -3.3%
HEALTHPEAK PROPERTIES, INC. -3.3%
CUBESMART -3.0%
LAMAR ADVERTISING COMPANY CLASS A -2.6%
INVITATION HOMES, INC. -2.6%
MID-AMERICA APARTMENT COMM -2.4%
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