Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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18
Number of overlapping holdings
30.5%
% of IYR's 64 holdings also in JRE
85.7%
% of JRE's 24 holdings also in IYR
Overlap by Weight
Sector Drift (IYR minus JRE)
Overlapping Holdings
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| Company | Weight in IYR |
Weight in JRE |
Overlap | |
|---|---|---|---|---|
 |
PROLOGIS INC | 7.8% | 6.9% | 6.9% |
|
EQUINIX INC | 6.3% | 10.4% | 6.3% |
|
WELLTOWER, INC. | 4.9% | 7.9% | 4.9% |
|
PUBLIC STORAGE | 4.0% | 7.4% | 4.0% |
|
REALTY INCOME CORP | 3.7% | 8.1% | 3.7% |
Position Highlights (Non-Overlapping Exposures)
IYR Overweight Relative to JRE
|
AMERICAN TOWER CORP-CL A | 6.8% |
|
DIGITAL REALTY TRUST INC | 4.2% |
|
SIMON PROPERTY GROUP INC | 4.1% |
|
CROWN CASTLE INTL CORP | 3.4% |
|
EXTRA SPACE STORAGE INC | 2.6% |
|
IRON MOUNTAIN INC | 2.5% |
|
VICI PROPERTIES INC | 2.5% |
|
COSTAR GROUP INC | 2.2% |
|
VENTAS INC | 2.0% |
|
EQUITY RESIDENTIAL | 1.9% |
IYR Underweight Relative to JRE
|
REALTY INCOME CORP | -4.4% |
|
EQUINIX INC | -4.1% |
|
CUBESMART | -3.9% |
|
EASTGROUP PROPERTIES INC | -3.7% |
|
KILROY REALTY CORP | -3.5% |
|
SABRA HEALTH CARE REIT INC | -3.5% |
|
PUBLIC STORAGE | -3.5% |
|
FIRST INDUSTRIAL REALTY TR | -3.3% |
|
WELLTOWER, INC. | -3.1% |
|
WYNDHAM HOTELS & RESORTS, INC. | -2.9% |