Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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23
Number of overlapping holdings
39.0%
% of IYR's 65 holdings also in HOMZ
23.0%
% of HOMZ's 100 holdings also in IYR
Overlap by Weight
Sector Drift (IYR minus HOMZ)
Overlapping Holdings
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| Company | Weight in IYR |
Weight in HOMZ |
Overlap | |
|---|---|---|---|---|
 |
WELLTOWER, INC. | 7.0% | 1.9% | 1.9% |
|
VENTAS INC | 2.3% | 1.8% | 1.8% |
|
EQUITY RESIDENTIAL | 1.9% | 1.6% | 1.6% |
|
AVALONBAY COMMUNITIES INC | 2.3% | 1.6% | 1.6% |
|
ESSEX PROPERTY TRUST INC | 1.5% | 1.7% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
IYR Overweight Relative to HOMZ
|
PROLOGIS INC | 7.7% |
|
AMERICAN TOWER CORP-CL A | 7.6% |
|
WELLTOWER, INC. | 5.1% |
|
EQUINIX INC | 4.2% |
|
SIMON PROPERTY GROUP INC | 3.9% |
|
REALTY INCOME CORP | 3.8% |
|
CROWN CASTLE INTL CORP | 3.5% |
|
DIGITAL REALTY TRUST INC | 3.5% |
|
CBRE GROUP, INC. CLASS A | 2.9% |
|
VICI PROPERTIES INC | 2.6% |
IYR Underweight Relative to HOMZ
|
LOWE'S COS INC | -2.9% |
|
HOME DEPOT INC | -2.9% |
|
ELME COMMUNITIES | -1.8% |
|
UMH PROPERTIES INC | -1.6% |
|
INDEPENDENCE REALTY TRUST, INC. | -1.6% |
|
CENTERSPACE | -1.5% |
|
TAYLOR MORRISON HOME CORP-A | -1.4% |
|
NEXPOINT RESIDENTIAL | -1.4% |
|
NVR INC | -1.4% |
|
PULTE HOMES INC | -1.3% |