Fund Overlap

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


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OVERLAP
74%

OVERLAP
BY WEIGHT
45

# OF OVERLAPPING
HOLDINGS
USRT
135
HOLDINGS
38%
ALSO IN IYR
IYR
65
HOLDINGS
76%
ALSO IN USRT
SECTOR DRIFT (USRT minus IYR)
OVERLAPPING HOLDINGS

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Company Weight
in USRT
Weight
in IYR
Overlap
PROLOGIS INC 8.1% 7.8% 7.8%
WELLTOWER, INC. 8.4% 7.7% 7.7%
SIMON PROPERTY GROUP INC 4.7% 4.2% 4.2%
DIGITAL REALTY TRUST INC 4.3% 4.1% 4.1%
REALTY INCOME CORP 4.3% 4.1% 4.1%
USRT Overweight Relative to IYR
EQUINIX INC 2.0%
WELLTOWER, INC. 0.7%
CARETRUST REIT INC 0.6%
SIMON PROPERTY GROUP INC 0.5%
TERRENO REALTY CORP 0.5%
ESSENTIAL PROPERTIES REALTY TRUST, I 0.5%
RYMAN HOSPITALITY PROPERTIES 0.5%
EQUITY RESIDENTIAL 0.5%
PUBLIC STORAGE 0.4%
KITE REALTY GROUP TRUST 0.4%
USRT Underweight Relative to IYR
AMERICAN TOWER CORP-CL A -6.7%
CBRE GROUP, INC. CLASS A -3.6%
CROWN CASTLE INTL CORP -3.1%
COSTAR GROUP INC -2.7%
SBA COMMUNICATIONS CORP. CLASS A -1.6%
WEYERHAEUSER CO -1.4%
JONES LANG LASALLE INC -1.1%
ZILLOW GROUP, INC. CLASS C -1.1%
AGNC INVESTMENT CORP. -0.8%
STARWOOD PROPERTY TRUST INC -0.5%
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