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
18.2%
% of FRI's 139 holdings also in RITA
60.0%
% of RITA's 40 holdings also in FRI
Overlap by Weight
Sector Drift (FRI minus RITA)
Overlapping Holdings
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| Company | Weight in FRI |
Weight in RITA |
Overlap | |
|---|---|---|---|---|
 |
PROLOGIS INC | 8.8% | 10.1% | 8.8% |
|
WELLTOWER, INC. | 8.1% | 9.0% | 8.1% |
|
PUBLIC STORAGE | 4.0% | 7.6% | 4.0% |
|
DIGITAL REALTY TRUST INC | 3.9% | 7.6% | 3.9% |
|
AVALONBAY COMMUNITIES INC | 2.6% | 6.7% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
FRI Overweight Relative to RITA
|
EQUINIX INC | 6.7% |
|
SIMON PROPERTY GROUP INC | 4.4% |
|
REALTY INCOME CORP | 4.3% |
|
VICI PROPERTIES INC | 2.9% |
|
EXTRA SPACE STORAGE INC | 2.7% |
|
VENTAS INC | 2.6% |
|
IRON MOUNTAIN INC | 2.2% |
|
ESSEX PROPERTY TRUST INC | 1.7% |
|
KIMCO REALTY CORP | 1.2% |
|
HEALTHPEAK PROPERTIES, INC. | 1.2% |
FRI Underweight Relative to RITA
|
ALEXANDRIA REAL ESTATE EQUIT | -4.9% |
|
AVALONBAY COMMUNITIES INC | -4.0% |
 |
GOODMAN GROUP | -3.9% |
|
DIGITAL REALTY TRUST INC | -3.7% |
|
PUBLIC STORAGE | -3.6% |
 |
NIPPON PROLOGIS REIT INC | -3.2% |
 |
TRITAX BIG BOX REIT PLC | -2.6% |
|
EQUITY RESIDENTIAL | -2.5% |
|
UNITE GROUP PLC | -2.4% |
|
TANGER FACTORY OUTLET CENTER | -2.2% |