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   

12

Number of overlapping holdings

40.0%

% of JPRE's 32 holdings also in BYRE

54.5%

% of BYRE's 24 holdings also in JPRE

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

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Company Weight
in JPRE
Weight
in BYRE
Overlap
AMERICAN TOWER CORP-CL A 10.3% 8.2% 8.2%
EQUINIX INC 7.8% 7.3% 7.3%
WELLTOWER, INC. 8.6% 5.7% 5.7%
EXTRA SPACE STORAGE INC 6.0% 5.7% 5.7%
VENTAS INC 5.7% 9.9% 5.7%

Position Highlights (Non-Overlapping Exposures)
JPRE Overweight Relative to BYRE
PROLOGIS INC 5.4%
ALEXANDRIA REAL ESTATE EQUIT 4.0%
EASTGROUP PROPERTIES INC 3.1%
WELLTOWER, INC. 2.9%
CAMDEN PROPERTY TRUST 2.9%
UDR INC 2.8%
ESSEX PROPERTY TRUST INC 2.7%
WP CAREY INC 2.5%
HOST HOTELS & RESORTS INC 2.5%
AMERICAN TOWER CORP-CL A 2.1%
JPRE Underweight Relative to BYRE
AMERICAN HEALTHC -5.6%
INVITATION HOMES, INC. -4.8%
SABRA HEALTH CARE REIT INC -4.5%
GAMING AND LEISURE PROPERTIE -4.4%
VENTAS INC -4.2%
REXFORD INDUSTRIAL REALTY IN -3.9%
TERRENO REALTY CORP -3.1%
NATL HEALTH INVESTORS INC -3.1%
RYMAN HOSPITALITY PROPERTIES -2.5%
AMERICOLD REALTY TRUST -2.5%
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