Fund Overlap

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


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OVERLAP
29%

OVERLAP
BY WEIGHT
21

# OF OVERLAPPING
HOLDINGS
USRT
130
HOLDINGS
19%
ALSO IN HAUS
HAUS
22
HOLDINGS
95%
ALSO IN USRT
SECTOR DRIFT (USRT minus HAUS)
OVERLAPPING HOLDINGS

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Company Weight
in USRT
Weight
in HAUS
Overlap
WELLTOWER, INC. 8.9% 4.7% 4.7%
PUBLIC STORAGE 4.1% 4.6% 4.1%
VENTAS INC 3.4% 4.8% 3.4%
EXTRA SPACE STORAGE INC 2.7% 4.6% 2.7%
AVALONBAY COMMUNITIES INC 2.1% 4.2% 2.1%
USRT Overweight Relative to HAUS
PROLOGIS INC 8.2%
EQUINIX INC 6.4%
SIMON PROPERTY GROUP INC 4.6%
REALTY INCOME CORP 4.5%
DIGITAL REALTY TRUST INC 4.5%
WELLTOWER, INC. 4.1%
IRON MOUNTAIN INC 2.7%
VICI PROPERTIES INC 2.7%
WP CAREY INC 1.3%
KIMCO REALTY CORP 1.3%
USRT Underweight Relative to HAUS
DIVERSIFIED HEALTHCARE TRUST -4.8%
VERIS RESIDENTIAL, INC. -4.7%
UMH PROPERTIES INC -4.2%
APARTMENT INVT & MGMT CO -A -4.1%
NEXPOINT RESIDENTIAL -4.0%
CENTERSPACE -3.9%
INDEPENDENCE REALTY TRUST, INC. -3.7%
EQUITY LIFESTYLE PROPERTIES -3.6%
UDR INC -3.3%
CAMDEN PROPERTY TRUST -3.3%
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