Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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7
Number of overlapping holdings
14.9%
% of IVRA's 47 holdings also in DDIV
14.0%
% of DDIV's 51 holdings also in IVRA
Overlap by Weight
Sector Drift (IVRA minus DDIV)
Overlapping Holdings
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| Company | Weight in IVRA |
Weight in DDIV |
Overlap | |
|---|---|---|---|---|
 |
WILLIAMS COS INC | 3.2% | 3.5% | 3.2% |
|
KINDER MORGAN INC | 2.7% | 3.8% | 2.7% |
|
WELLTOWER, INC. | 3.2% | 2.2% | 2.2% |
|
ONEOK INC | 1.6% | 3.2% | 1.6% |
|
SIMON PROPERTY GROUP INC | 1.5% | 4.1% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
IVRA Overweight Relative to DDIV
|
AMERICAN TOWER CORP-CL A | 6.0% |
|
PROLOGIS INC | 4.9% |
|
CONSOLIDATED EDISON INC | 4.2% |
|
CHENIERE ENERGY INC | 3.7% |
|
EQUINIX INC | 3.4% |
|
SEMPRA ENERGY | 3.2% |
|
REALTY INCOME CORP | 2.9% |
|
ESSENTIAL UTILITIES, INC. | 2.9% |
|
AMERICAN WATER WORKS CO INC | 2.7% |
 |
ENBRIDGE INC | 2.6% |
IVRA Underweight Relative to DDIV
|
ANTERO MIDSTREAM PARTNERS LP | -6.1% |
|
LAMAR ADVERTISING COMPANY CLASS A | -4.1% |
|
REGENCY CENTERS CORP | -4.0% |
|
BRIXMOR PROPERTY GROUP INC | -4.0% |
|
INTERNATIONAL PAPER CO | -2.7% |
 |
POPULAR INC | -2.7% |
|
SIMON PROPERTY GROUP INC | -2.6% |
|
WATSCO INC | -2.6% |
|
INGREDION INC | -2.6% |
|
SNAP-ON INC | -2.6% |