Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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20
Number of overlapping holdings
17.4%
% of BBRE's 123 holdings also in HOMZ
20.0%
% of HOMZ's 100 holdings also in BBRE
Overlap by Weight
Sector Drift (BBRE minus HOMZ)
Overlapping Holdings
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| Company | Weight in BBRE |
Weight in HOMZ |
Overlap | |
|---|---|---|---|---|
 |
WELLTOWER, INC. | 5.1% | 1.8% | 1.8% |
|
VENTAS INC | 2.0% | 1.8% | 1.8% |
|
PUBLIC STORAGE | 4.1% | 1.6% | 1.6% |
|
AVALONBAY COMMUNITIES INC | 2.7% | 1.5% | 1.5% |
|
MID-AMERICA APARTMENT COMM | 1.5% | 1.6% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
BBRE Overweight Relative to HOMZ
|
PROLOGIS INC | 10.4% |
|
EQUINIX INC | 6.7% |
|
SIMON PROPERTY GROUP INC | 4.3% |
|
REALTY INCOME CORP | 4.1% |
|
DIGITAL REALTY TRUST INC | 3.9% |
|
WELLTOWER, INC. | 3.3% |
|
VICI PROPERTIES INC | 2.8% |
|
IRON MOUNTAIN INC | 2.7% |
|
PUBLIC STORAGE | 2.5% |
|
ALEXANDRIA REAL ESTATE EQUIT | 1.7% |
BBRE Underweight Relative to HOMZ
|
HOME DEPOT INC | -3.3% |
|
LOWE'S COS INC | -3.3% |
|
M/I HOMES INC | -1.6% |
|
TOLL BROTHERS INC | -1.6% |
|
NVR INC | -1.6% |
|
TAYLOR MORRISON HOME CORP-A | -1.6% |
|
UMH PROPERTIES INC | -1.6% |
|
NEXPOINT RESIDENTIAL | -1.5% |
|
PULTE HOMES INC | -1.5% |
|
DR HORTON INC | -1.5% |