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

17.9%

% of SCHH's 121 holdings also in IVRA

47.6%

% of IVRA's 42 holdings also in SCHH

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

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Company Weight
in SCHH
Weight
in IVRA
Overlap
EQUINIX INC 4.5% 5.5% 4.5%
PROLOGIS INC 8.2% 4.4% 4.4%
AMERICAN TOWER CORP-CL A 6.9% 4.3% 4.3%
PUBLIC STORAGE 3.7% 3.5% 3.5%
CROWN CASTLE INTL CORP 3.7% 2.1% 2.1%

Position Highlights (Non-Overlapping Exposures)
SCHH Overweight Relative to IVRA
WELLTOWER, INC. 4.5%
REALTY INCOME CORP 3.9%
PROLOGIS INC 3.7%
AMERICAN TOWER CORP-CL A 2.6%
VICI PROPERTIES INC 2.6%
EXTRA SPACE STORAGE INC 2.5%
SIMON PROPERTY GROUP INC 2.3%
AVALONBAY COMMUNITIES INC 2.3%
DIGITAL REALTY TRUST INC 2.2%
WEYERHAEUSER CO 2.0%
SCHH Underweight Relative to IVRA
ENBRIDGE INC -6.0%
TARGA RESOURCES CORP -4.8%
CHENIERE ENERGY INC -4.8%
WILLIAMS COS INC -4.2%
ESSENTIAL UTILITIES, INC. -4.1%
KINDER MORGAN INC -3.9%
CENTERPOINT ENERGY INC -3.0%
ONEOK INC -2.9%
AGREE REALTY CORP -2.6%
AMERICAN WATER WORKS CO INC -2.6%
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