Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
13
Number of overlapping holdings
27.7%
% of IVRA's 47 holdings also in PSR
46.4%
% of PSR's 28 holdings also in IVRA
Overlap by Weight
Sector Drift (IVRA minus PSR)
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 IVRA |
Weight in PSR |
Overlap | |
---|---|---|---|---|
AMERICAN TOWER CORP-CL A | 6.2% | 7.1% | 6.2% | |
EQUINIX INC | 5.3% | 8.1% | 5.3% | |
PROLOGIS INC | 6.6% | 4.2% | 4.2% | |
CROWN CASTLE INTL CORP | 3.5% | 3.5% | 3.5% | |
PUBLIC STORAGE | 4.3% | 3.3% | 3.3% |
Position Highlights (Non-Overlapping Exposures)
IVRA Overweight Relative to PSR
CHENIERE ENERGY INC | 5.0% | |
ENBRIDGE INC | 5.0% | |
REGENCY CENTERS CORP | 3.1% | |
SUN COMMUNITIES INC | 3.0% | |
TARGA RESOURCES CORP | 2.8% | |
PROLOGIS INC | 2.3% | |
ESSENTIAL UTILITIES, INC. | 2.2% | |
ATMOS ENERGY CORP | 2.1% | |
NEWMONT MINING CORP | 2.1% | |
AGNICO-EAGLE MINES LTD | 2.1% |
IVRA Underweight Relative to PSR
WELLTOWER, INC. | -9.1% | |
EQUITY RESIDENTIAL | -4.8% | |
BRIXMOR PROPERTY GROUP INC | -4.8% | |
REALTY INCOME CORP | -4.7% | |
INVITATION HOMES, INC. | -4.1% | |
CUBESMART | -3.7% | |
EQUINIX INC | -2.7% | |
AGREE REALTY CORP | -2.5% | |
EASTGROUP PROPERTIES INC | -2.5% | |
GAMING AND LEISURE PROPERTIE | -2.5% |