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
44
Number of overlapping holdings
38.3%
% of BBRE's 123 holdings also in IYR
74.6%
% of IYR's 64 holdings also in BBRE
Overlap by Weight
Sector Drift (BBRE minus IYR)
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 BBRE |
Weight in IYR |
Overlap | |
|---|---|---|---|---|
 |
PROLOGIS INC | 10.4% | 7.8% | 7.8% |
|
EQUINIX INC | 6.7% | 6.3% | 6.3% |
|
WELLTOWER, INC. | 5.1% | 4.9% | 4.9% |
|
SIMON PROPERTY GROUP INC | 4.3% | 4.1% | 4.1% |
|
PUBLIC STORAGE | 4.1% | 4.0% | 4.0% |
Position Highlights (Non-Overlapping Exposures)
BBRE Overweight Relative to IYR
|
PROLOGIS INC | 2.6% |
|
EXTRA SPACE STORAGE INC | 0.6% |
|
ALEXANDRIA REAL ESTATE EQUIT | 0.5% |
|
INVITATION HOMES, INC. | 0.5% |
|
KITE REALTY GROUP TRUST | 0.5% |
|
RYMAN HOSPITALITY PROPERTIES | 0.5% |
|
TERRENO REALTY CORP | 0.5% |
|
EQUITY RESIDENTIAL | 0.4% |
|
REALTY INCOME CORP | 0.4% |
|
ESSENTIAL PROPERTIES REALTY TRUST, I | 0.4% |
BBRE Underweight Relative to IYR
|
AMERICAN TOWER CORP-CL A | -6.8% |
|
CROWN CASTLE INTL CORP | -3.4% |
|
CBRE GROUP, INC. CLASS A | -2.9% |
|
COSTAR GROUP INC | -2.2% |
|
SBA COMMUNICATIONS CORP. CLASS A | -1.8% |
|
WEYERHAEUSER CO | -1.7% |
|
JONES LANG LASALLE INC | -0.9% |
|
LAMAR ADVERTISING COMPANY CLASS A | -0.8% |
|
ZILLOW GROUP, INC. CLASS C | -0.8% |
|
AGNC INVESTMENT CORP. | -0.6% |