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   

65

Number of overlapping holdings

58.0%

% of SCHH's 121 holdings also in AVRE

27.1%

% of AVRE's 295 holdings also in SCHH

Overlap by Weight
Sector Drift (SCHH minus AVRE)
Overlapping Holdings

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Company Weight
in SCHH
Weight
in AVRE
Overlap
PROLOGIS INC 8.2% 7.3% 7.3%
AMERICAN TOWER CORP-CL A 6.9% 6.0% 6.0%
EQUINIX INC 4.5% 5.6% 4.5%
WELLTOWER, INC. 4.5% 3.3% 3.3%
SIMON PROPERTY GROUP INC 4.1% 3.1% 3.1%

Position Highlights (Non-Overlapping Exposures)
SCHH Overweight Relative to AVRE
WEYERHAEUSER CO 2.0%
IRON MOUNTAIN INC 1.9%
REALTY INCOME CORP 1.3%
WELLTOWER, INC. 1.2%
SIMON PROPERTY GROUP INC 1.0%
AMERICAN TOWER CORP-CL A 0.9%
PROLOGIS INC 0.9%
BOSTON PROPERTIES INC 0.8%
CROWN CASTLE INTL CORP 0.8%
PUBLIC STORAGE 0.8%
SCHH Underweight Relative to AVRE
PROLOGIS PROPERTY MEXICO SA -4.9%
GOODMAN GROUP -2.7%
EQUINIX INC -1.1%
LINK REIT -1.0%
SEGRO PLC -0.9%
KLEPIERRE -0.8%
GECINA SA -0.6%
STOCKLAND -0.6%
ASCENDAS REAL ESTATE INV TRT -0.6%
CAPITAMALL TRUST -0.6%
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