Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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70

Number of overlapping holdings

57.9%

% of USRT's 133 holdings also in AVRE

32.3%

% of AVRE's 305 holdings also in USRT

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

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Company Weight
in USRT
Weight
in AVRE
Overlap
PROLOGIS INC 9.4% 5.8% 5.8%
EQUINIX INC 7.5% 5.6% 5.6%
WELLTOWER, INC. 7.2% 4.7% 4.7%
DIGITAL REALTY TRUST INC 4.6% 3.4% 3.4%
SIMON PROPERTY GROUP INC 4.6% 3.3% 3.3%

Position Highlights (Non-Overlapping Exposures)
USRT Overweight Relative to AVRE
PROLOGIS INC 3.6%
WELLTOWER, INC. 2.5%
EQUINIX INC 1.9%
SIMON PROPERTY GROUP INC 1.4%
REALTY INCOME CORP 1.3%
DIGITAL REALTY TRUST INC 1.2%
PUBLIC STORAGE 1.1%
BOSTON PROPERTIES INC 1.0%
VICI PROPERTIES INC 0.8%
EXTRA SPACE STORAGE INC 0.8%
USRT Underweight Relative to AVRE
AMERICAN TOWER CORP-CL A -5.2%
GOODMAN GROUP -3.4%
CROWN CASTLE INTL CORP -2.3%
SBA COMMUNICATIONS CORP. CLASS A -1.3%
KLEPIERRE -0.9%
SEGRO PLC -0.8%
LINK REIT -0.8%
CAPITAMALL TRUST -0.7%
STOCKLAND -0.6%
GECINA SA -0.6%
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