Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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45
Number of overlapping holdings
76.3%
% of IYR's 64 holdings also in USRT
36.9%
% of USRT's 134 holdings also in IYR
Overlap by Weight
Sector Drift (IYR minus USRT)
Overlapping Holdings
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| Company | Weight in IYR |
Weight in USRT |
Overlap | |
|---|---|---|---|---|
 |
PROLOGIS INC | 7.8% | 8.7% | 7.8% |
|
EQUINIX INC | 6.3% | 7.1% | 6.3% |
|
WELLTOWER, INC. | 4.9% | 6.8% | 4.9% |
|
DIGITAL REALTY TRUST INC | 4.2% | 4.8% | 4.2% |
|
SIMON PROPERTY GROUP INC | 4.1% | 4.9% | 4.1% |
Position Highlights (Non-Overlapping Exposures)
IYR Overweight Relative to USRT
|
AMERICAN TOWER CORP-CL A | 6.8% |
|
CROWN CASTLE INTL CORP | 3.4% |
|
CBRE GROUP, INC. CLASS A | 2.9% |
|
COSTAR GROUP INC | 2.2% |
|
SBA COMMUNICATIONS CORP. CLASS A | 1.8% |
|
WEYERHAEUSER CO | 1.7% |
|
JONES LANG LASALLE INC | 0.9% |
|
ZILLOW GROUP, INC. CLASS C | 0.8% |
|
AGNC INVESTMENT CORP. | 0.6% |
|
STARWOOD PROPERTY TRUST INC | 0.5% |
IYR Underweight Relative to USRT
|
WELLTOWER, INC. | -2.0% |
|
PROLOGIS INC | -0.9% |
|
EQUINIX INC | -0.7% |
|
SIMON PROPERTY GROUP INC | -0.7% |
|
DIGITAL REALTY TRUST INC | -0.7% |
|
RYMAN HOSPITALITY PROPERTIES | -0.5% |
|
KITE REALTY GROUP TRUST | -0.5% |
|
TERRENO REALTY CORP | -0.5% |
|
ESSENTIAL PROPERTIES REALTY TRUST, I | -0.5% |
|
PUBLIC STORAGE | -0.4% |