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
99.0%
% of RWR's 101 holdings also in FRI
72.9%
% of FRI's 137 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 | 9.6% | 8.8% | 8.8% |
|
EQUINIX INC | 7.8% | 7.1% | 7.1% |
|
WELLTOWER, INC. | 4.7% | 6.6% | 4.7% |
|
SIMON PROPERTY GROUP INC | 4.8% | 4.6% | 4.6% |
|
DIGITAL REALTY TRUST INC | 4.5% | 4.6% | 4.5% |
Position Highlights (Non-Overlapping Exposures)
RWR Overweight Relative to FRI
|
HEALTHPEAK PROPERTIES, INC. | 1.5% |
|
PROLOGIS INC | 0.8% |
|
EQUINIX INC | 0.7% |
|
EXTRA SPACE STORAGE INC | 0.5% |
|
AVALONBAY COMMUNITIES INC | 0.5% |
|
VENTAS INC | 0.4% |
|
EQUITY RESIDENTIAL | 0.4% |
|
ESSEX PROPERTY TRUST INC | 0.3% |
|
INVITATION HOMES, INC. | 0.3% |
|
MID-AMERICA APARTMENT COMM | 0.3% |
RWR Underweight Relative to FRI
|
IRON MOUNTAIN INC | -2.8% |
|
VICI PROPERTIES INC | -2.8% |
|
WELLTOWER, INC. | -1.9% |
|
PHYSICIANS REALTY TRUST | -1.2% |
|
GAMING AND LEISURE PROPERTIE | -1.1% |
|
LAMAR ADVERTISING COMPANY CLASS A | -0.9% |
|
HEALTHCARE REALTY TRUST INC | -0.5% |
|
SL GREEN REALTY CORP | -0.4% |
|
SABRA HEALTH CARE REIT INC | -0.4% |
|
AMERICAN HEALTHC | -0.3% |