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
25
Number of overlapping holdings
20.2%
% of USRT's 130 holdings also in JPRE
83.3%
% of JPRE's 30 holdings also in USRT
Overlap by Weight
Sector Drift (USRT minus JPRE)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in USRT |
Weight in JPRE |
Overlap | |
|---|---|---|---|---|
 |
PROLOGIS INC | 9.7% | 8.1% | 8.1% |
|
EQUINIX INC | 7.1% | 8.4% | 7.1% |
|
WELLTOWER, INC. | 5.1% | 5.9% | 5.1% |
|
DIGITAL REALTY TRUST INC | 4.2% | 7.4% | 4.2% |
|
PUBLIC STORAGE | 4.1% | 4.0% | 4.0% |
Position Highlights (Non-Overlapping Exposures)
USRT Overweight Relative to JPRE
|
SIMON PROPERTY GROUP INC | 4.6% |
|
REALTY INCOME CORP | 3.7% |
|
VICI PROPERTIES INC | 2.9% |
|
EXTRA SPACE STORAGE INC | 2.8% |
|
AVALONBAY COMMUNITIES INC | 2.6% |
|
IRON MOUNTAIN INC | 2.2% |
|
INVITATION HOMES, INC. | 2.1% |
|
PROLOGIS INC | 1.6% |
|
ESSEX PROPERTY TRUST INC | 1.5% |
|
MID-AMERICA APARTMENT COMM | 1.5% |
USRT Underweight Relative to JPRE
|
AMERICAN TOWER CORP-CL A | -10.3% |
|
SBA COMMUNICATIONS CORP. CLASS A | -3.8% |
|
DIGITAL REALTY TRUST INC | -3.2% |
|
KIMCO REALTY CORP | -3.2% |
|
VENTAS INC | -3.1% |
|
AMERICAN HOMES 4 RENT- A | -2.8% |
|
EQUITY RESIDENTIAL | -2.7% |
|
AGREE REALTY CORP | -2.6% |
|
HEALTHCARE TRUST OF AMERICA, INC. CL | -2.3% |
|
AMERICOLD REALTY TRUST | -1.8% |