Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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33
Number of overlapping holdings
34.0%
% of RWR's 99 holdings also in REZ
91.7%
% of REZ's 39 holdings also in RWR
Overlap by Weight
Sector Drift (RWR minus REZ)
Overlapping Holdings
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| Company | Weight in RWR |
Weight in REZ |
Overlap | |
|---|---|---|---|---|
 |
WELLTOWER, INC. | 8.9% | 18.4% | 8.9% |
|
PUBLIC STORAGE | 4.5% | 9.5% | 4.5% |
|
EXTRA SPACE STORAGE INC | 3.2% | 6.0% | 3.2% |
|
VENTAS INC | 3.2% | 5.8% | 3.2% |
|
AVALONBAY COMMUNITIES INC | 3.1% | 5.9% | 3.1% |
Position Highlights (Non-Overlapping Exposures)
RWR Overweight Relative to REZ
|
PROLOGIS INC | 9.1% |
|
REALTY INCOME CORP | 4.8% |
|
DIGITAL REALTY TRUST INC | 4.6% |
|
EQUINIX INC | 4.3% |
|
SIMON PROPERTY GROUP INC | 4.2% |
|
KIMCO REALTY CORP | 1.5% |
|
WP CAREY INC | 1.5% |
|
REGENCY CENTERS CORP | 1.3% |
|
HOST HOTELS & RESORTS INC | 1.0% |
|
BOSTON PROPERTIES INC | 1.0% |
RWR Underweight Relative to REZ
|
WELLTOWER, INC. | -9.5% |
|
PUBLIC STORAGE | -5.0% |
|
EXTRA SPACE STORAGE INC | -2.8% |
|
AVALONBAY COMMUNITIES INC | -2.8% |
|
INVITATION HOMES, INC. | -2.6% |
|
VENTAS INC | -2.6% |
|
MID-AMERICA APARTMENT COMM | -2.3% |
|
ESSEX PROPERTY TRUST INC | -2.2% |
|
SUN COMMUNITIES INC | -2.1% |
|
EQUITY RESIDENTIAL | -2.0% |