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   

24

Number of overlapping holdings

16.7%

% of USRT's 144 holdings also in XLRE

82.8%

% of XLRE's 29 holdings also in USRT

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

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Company Weight
in USRT
Weight
in XLRE
Overlap
PROLOGIS INC 8.7% 10.5% 8.7%
EQUINIX INC 6.0% 7.3% 6.0%
PUBLIC STORAGE 4.0% 4.9% 4.0%
SIMON PROPERTY GROUP INC 3.9% 4.7% 3.9%
DIGITAL REALTY TRUST INC 3.6% 4.4% 3.6%

Position Highlights (Non-Overlapping Exposures)
USRT Overweight Relative to XLRE
INVITATION HOMES, INC. 1.9%
SUN COMMUNITIES INC 1.9%
VICI PROPERTIES INC 1.5%
CAMDEN PROPERTY TRUST 1.3%
EQUITY LIFESTYLE PROPERTIES 1.2%
WP CAREY INC 1.2%
MEDICAL PROPERTIES TRUST INC 1.0%
VEREIT, INC. CLASS A 0.9%
AMERICAN HOMES 4 RENT- A 0.9%
GAMING AND LEISURE PROPERTIE 0.9%
USRT Underweight Relative to XLRE
AMERICAN TOWER CORP-CL A -12.8%
CROWN CASTLE INTL CORP -7.7%
SBA COMMUNICATIONS CORP. CLASS A -3.7%
CBRE GROUP, INC. CLASS A -3.4%
WEYERHAEUSER CO -2.8%
PROLOGIS INC -1.8%
EQUINIX INC -1.3%
PUBLIC STORAGE -0.9%
SIMON PROPERTY GROUP INC -0.8%
DIGITAL REALTY TRUST INC -0.8%
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