Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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24
Number of overlapping holdings
20.9%
% of BBRE's 123 holdings also in IQRA
21.4%
% of IQRA's 120 holdings also in BBRE
Overlap by Weight
Sector Drift (BBRE minus IQRA)
Overlapping Holdings
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| Company | Weight in BBRE |
Weight in IQRA |
Overlap | |
|---|---|---|---|---|
 |
SIMON PROPERTY GROUP INC | 4.3% | 5.3% | 4.3% |
|
PUBLIC STORAGE | 4.1% | 3.4% | 3.4% |
|
EQUINIX INC | 6.7% | 3.1% | 3.1% |
|
REALTY INCOME CORP | 4.1% | 2.8% | 2.8% |
|
SUN COMMUNITIES INC | 1.4% | 1.8% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
BBRE Overweight Relative to IQRA
|
PROLOGIS INC | 10.4% |
|
WELLTOWER, INC. | 4.2% |
|
EQUINIX INC | 3.6% |
|
EXTRA SPACE STORAGE INC | 3.2% |
|
AVALONBAY COMMUNITIES INC | 2.7% |
|
IRON MOUNTAIN INC | 2.7% |
|
DIGITAL REALTY TRUST INC | 2.5% |
|
EQUITY RESIDENTIAL | 2.3% |
|
VENTAS INC | 2.0% |
|
VICI PROPERTIES INC | 1.7% |
BBRE Underweight Relative to IQRA
|
CSX CORP | -3.0% |
|
NEXTERA ENERGY GROUP | -2.4% |
|
WEC ENERGY GROUP INC | -2.4% |
|
TARGA RESOURCES CORP | -2.4% |
 |
NATIONAL GRID PLC | -2.1% |
|
AMERICAN TOWER CORP-CL A | -2.1% |
 |
ENBRIDGE INC | -1.6% |
|
CMS ENERGY CORP | -1.6% |
 |
GRUPO AEROPORTUARIO DEL-B SH | -1.5% |
 |
SCENTRE GROUP | -1.4% |