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
97
Number of overlapping holdings
100.0%
% of RWR's 100 holdings also in FRI
73.5%
% of FRI's 139 holdings also in RWR
Overlap by Weight
Sector Drift (RWR minus FRI)
Overlapping Holdings
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| Company | Weight in RWR |
Weight in FRI |
Overlap | |
|---|---|---|---|---|
 |
PROLOGIS INC | 9.5% | 8.8% | 8.8% |
|
WELLTOWER, INC. | 9.0% | 8.1% | 8.1% |
|
SIMON PROPERTY GROUP INC | 4.4% | 4.4% | 4.4% |
|
REALTY INCOME CORP | 4.5% | 4.3% | 4.3% |
|
EQUINIX INC | 4.2% | 6.7% | 4.2% |
Position Highlights (Non-Overlapping Exposures)
RWR Overweight Relative to FRI
|
WELLTOWER, INC. | 0.9% |
|
PROLOGIS INC | 0.7% |
|
EXTRA SPACE STORAGE INC | 0.5% |
|
AVALONBAY COMMUNITIES INC | 0.5% |
|
VENTAS INC | 0.5% |
|
EQUITY RESIDENTIAL | 0.4% |
|
ESSEX PROPERTY TRUST INC | 0.3% |
|
INVITATION HOMES, INC. | 0.3% |
|
MID-AMERICA APARTMENT COMM | 0.3% |
|
PUBLIC STORAGE | 0.3% |
RWR Underweight Relative to FRI
|
VICI PROPERTIES INC | -2.9% |
|
EQUINIX INC | -2.5% |
|
IRON MOUNTAIN INC | -2.2% |
|
GAMING AND LEISURE PROPERTIE | -1.2% |
|
LAMAR ADVERTISING COMPANY CLASS A | -0.9% |
|
HEALTHCARE REALTY TRUST INC | -0.5% |
|
AMERICAN HEALTHC | -0.4% |
|
SABRA HEALTH CARE REIT INC | -0.4% |
|
SL GREEN REALTY CORP | -0.4% |
|
LINN ENERGY LLC-UNITS | -0.3% |