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
270
Number of overlapping holdings
79.6%
% of DFGR's 472 holdings also in REET
97.8%
% of REET's 340 holdings also in DFGR
Overlap by Weight
Sector Drift (DFGR minus REET)
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 DFGR |
Weight in REET |
Overlap | |
|---|---|---|---|---|
 |
PROLOGIS INC | 5.9% | 6.5% | 5.9% |
|
EQUINIX INC | 4.8% | 5.3% | 4.8% |
|
WELLTOWER, INC. | 4.6% | 5.1% | 4.6% |
|
SIMON PROPERTY GROUP INC | 3.3% | 3.6% | 3.3% |
|
DIGITAL REALTY TRUST INC | 3.3% | 3.6% | 3.3% |
Position Highlights (Non-Overlapping Exposures)
DFGR Overweight Relative to REET
|
AMERICAN TOWER CORP-CL A | 5.1% |
|
CROWN CASTLE INTL CORP | 2.4% |
|
SBA COMMUNICATIONS CORP. CLASS A | 1.3% |
|
LAMAR ADVERTISING COMPANY CLASS A | 0.6% |
|
OUTFRONT MEDIA INC. | 0.1% |
 |
SEGRO PLC | 0.1% |
 |
HOME CONSORTIUM | 0.1% |
|
INGENIA COMMUNITIES GROUP | 0.1% |
|
EQUITY COMMONWEALTH | 0.1% |
|
UNITI GROUP INC | 0.1% |
DFGR Underweight Relative to REET
|
PROLOGIS INC | -0.6% |
|
EQUINIX INC | -0.5% |
|
WELLTOWER, INC. | -0.4% |
|
GOODMAN GROUP | -0.4% |
|
SIMON PROPERTY GROUP INC | -0.3% |
|
PUBLIC STORAGE | -0.3% |
|
DIGITAL REALTY TRUST INC | -0.3% |
|
REALTY INCOME CORP | -0.3% |
|
EQUITY RESIDENTIAL | -0.3% |
|
ALEXANDRIA REAL ESTATE EQUIT | -0.2% |