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
13
Number of overlapping holdings
28.9%
% of RITA's 45 holdings also in REZ
36.1%
% of REZ's 39 holdings also in RITA
Overlap by Weight
Sector Drift (RITA minus REZ)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in RITA |
Weight in REZ |
Overlap | |
|---|---|---|---|---|
 |
PUBLIC STORAGE | 7.4% | 10.6% | 7.4% |
|
WELLTOWER, INC. | 7.0% | 16.5% | 7.0% |
|
AVALONBAY COMMUNITIES INC | 6.2% | 6.5% | 6.2% |
|
EQUITY RESIDENTIAL | 5.4% | 5.7% | 5.4% |
|
ALEXANDRIA REAL ESTATE EQUIT | 5.9% | 4.1% | 4.1% |
Position Highlights (Non-Overlapping Exposures)
RITA Overweight Relative to REZ
|
PROLOGIS INC | 8.8% |
|
DIGITAL REALTY TRUST INC | 8.7% |
 |
GOODMAN GROUP | 4.8% |
|
IRON MOUNTAIN INC | 4.5% |
 |
NIPPON PROLOGIS REIT INC | 3.0% |
|
TANGER FACTORY OUTLET CENTER | 2.3% |
 |
TRITAX BIG BOX REIT PLC | 2.0% |
|
REGENCY CENTERS CORP | 2.0% |
|
UNITE GROUP PLC | 2.0% |
|
FIRST INDUSTRIAL REALTY TR | 1.9% |
RITA Underweight Relative to REZ
|
WELLTOWER, INC. | -9.5% |
|
EXTRA SPACE STORAGE INC | -7.0% |
|
VENTAS INC | -4.5% |
|
ESSEX PROPERTY TRUST INC | -4.3% |
|
HEALTHPEAK PROPERTIES, INC. | -3.3% |
|
UDR INC | -3.2% |
|
PUBLIC STORAGE | -3.2% |
|
MID-AMERICA APARTMENT COMM | -3.2% |
|
OMEGA HEALTHCARE INVESTORS | -2.2% |
|
INVITATION HOMES, INC. | -1.3% |