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
36
Number of overlapping holdings
27.3%
% of FRI's 139 holdings also in REZ
100.0%
% of REZ's 39 holdings also in FRI
Overlap by Weight
Sector Drift (FRI minus REZ)
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 FRI |
Weight in REZ |
Overlap | |
|---|---|---|---|---|
 |
WELLTOWER, INC. | 8.1% | 18.4% | 8.1% |
|
PUBLIC STORAGE | 4.0% | 9.0% | 4.0% |
|
EXTRA SPACE STORAGE INC | 2.7% | 5.9% | 2.7% |
|
AVALONBAY COMMUNITIES INC | 2.6% | 5.9% | 2.6% |
|
VENTAS INC | 2.6% | 5.6% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
FRI Overweight Relative to REZ
|
PROLOGIS INC | 8.8% |
|
EQUINIX INC | 6.7% |
|
SIMON PROPERTY GROUP INC | 4.4% |
|
REALTY INCOME CORP | 4.3% |
|
DIGITAL REALTY TRUST INC | 3.9% |
|
VICI PROPERTIES INC | 2.9% |
|
IRON MOUNTAIN INC | 2.2% |
|
KIMCO REALTY CORP | 1.2% |
|
GAMING AND LEISURE PROPERTIE | 1.2% |
|
WP CAREY INC | 1.2% |
FRI Underweight Relative to REZ
|
WELLTOWER, INC. | -10.3% |
|
PUBLIC STORAGE | -5.0% |
|
AVALONBAY COMMUNITIES INC | -3.2% |
|
EXTRA SPACE STORAGE INC | -3.2% |
|
VENTAS INC | -3.0% |
|
INVITATION HOMES, INC. | -2.9% |
|
ESSEX PROPERTY TRUST INC | -2.7% |
|
MID-AMERICA APARTMENT COMM | -2.7% |
|
ALEXANDRIA REAL ESTATE EQUIT | -2.4% |
|
EQUITY RESIDENTIAL | -2.4% |