Fund Overlap

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


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72

Number of overlapping holdings

60.5%

% of USRT's 132 holdings also in AVRE

32.1%

% of AVRE's 315 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 8.5% 6.3% 6.3%
WELLTOWER, INC. 8.1% 5.3% 5.3%
EQUINIX INC 7.4% 5.0% 5.0%
SIMON PROPERTY GROUP INC 4.6% 3.1% 3.1%
REALTY INCOME CORP 4.3% 3.0% 3.0%

Position Highlights (Non-Overlapping Exposures)
USRT Overweight Relative to AVRE
WELLTOWER, INC. 2.8%
EQUINIX INC 2.4%
PROLOGIS INC 2.2%
DIGITAL REALTY TRUST INC 2.0%
SIMON PROPERTY GROUP INC 1.4%
REALTY INCOME CORP 1.4%
PUBLIC STORAGE 1.2%
IRON MOUNTAIN INC 1.0%
VICI PROPERTIES INC 0.9%
BOSTON PROPERTIES INC 0.9%
USRT Underweight Relative to AVRE
AMERICAN TOWER CORP-CL A -5.8%
GOODMAN GROUP -2.9%
CROWN CASTLE INTL CORP -2.4%
SBA COMMUNICATIONS CORP. CLASS A -1.3%
KLEPIERRE -1.0%
LINK REIT -0.9%
SEGRO PLC -0.8%
CAPITAMALL TRUST -0.7%
STOCKLAND -0.6%
GECINA SA -0.6%
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