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   

17

Number of overlapping holdings

28.8%

% of IYR's 64 holdings also in BYRE

73.9%

% of BYRE's 24 holdings also in IYR

Overlap by Weight
Sector Drift (IYR minus BYRE)
Overlapping Holdings

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Company Weight
in IYR
Weight
in BYRE
Overlap
AMERICAN TOWER CORP-CL A 6.8% 8.0% 6.8%
EQUINIX INC 6.3% 6.6% 6.3%
WELLTOWER, INC. 4.9% 4.7% 4.7%
DIGITAL REALTY TRUST INC 4.2% 3.1% 3.1%
EXTRA SPACE STORAGE INC 2.6% 6.2% 2.6%

Position Highlights (Non-Overlapping Exposures)
IYR Overweight Relative to BYRE
PROLOGIS INC 7.8%
SIMON PROPERTY GROUP INC 4.1%
PUBLIC STORAGE 4.0%
REALTY INCOME CORP 3.7%
CBRE GROUP, INC. CLASS A 2.9%
IRON MOUNTAIN INC 2.5%
AVALONBAY COMMUNITIES INC 2.4%
COSTAR GROUP INC 2.2%
EQUITY RESIDENTIAL 1.9%
WEYERHAEUSER CO 1.7%
IYR Underweight Relative to BYRE
VENTAS INC -6.1%
AMERICOLD REALTY TRUST -5.8%
TERRENO REALTY CORP -5.1%
INVITATION HOMES, INC. -4.9%
REXFORD INDUSTRIAL REALTY IN -4.3%
SABRA HEALTH CARE REIT INC -3.9%
SUN COMMUNITIES INC -3.6%
EXTRA SPACE STORAGE INC -3.6%
GAMING AND LEISURE PROPERTIE -3.5%
SBA COMMUNICATIONS CORP. CLASS A -3.4%
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