Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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40
Number of overlapping holdings
41.2%
% of RWR's 100 holdings also in IYR
67.8%
% of IYR's 65 holdings also in RWR
Overlap by Weight
Sector Drift (RWR minus IYR)
Overlapping Holdings
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| Company | Weight in RWR |
Weight in IYR |
Overlap | |
|---|---|---|---|---|
 |
PROLOGIS INC | 9.5% | 7.7% | 7.7% |
|
WELLTOWER, INC. | 9.0% | 7.0% | 7.0% |
|
EQUINIX INC | 4.2% | 4.2% | 4.2% |
|
SIMON PROPERTY GROUP INC | 4.4% | 3.9% | 3.9% |
|
REALTY INCOME CORP | 4.5% | 3.8% | 3.8% |
Position Highlights (Non-Overlapping Exposures)
RWR Overweight Relative to IYR
|
WELLTOWER, INC. | 1.9% |
|
PROLOGIS INC | 1.8% |
|
EXTRA SPACE STORAGE INC | 0.8% |
|
AVALONBAY COMMUNITIES INC | 0.8% |
|
VENTAS INC | 0.8% |
|
PUBLIC STORAGE | 0.8% |
|
DIGITAL REALTY TRUST INC | 0.7% |
|
REALTY INCOME CORP | 0.7% |
|
TERRENO REALTY CORP | 0.6% |
|
EQUITY RESIDENTIAL | 0.6% |
RWR Underweight Relative to IYR
|
AMERICAN TOWER CORP-CL A | -7.6% |
|
CROWN CASTLE INTL CORP | -3.5% |
|
CBRE GROUP, INC. CLASS A | -2.9% |
|
VICI PROPERTIES INC | -2.6% |
|
COSTAR GROUP INC | -2.6% |
|
IRON MOUNTAIN INC | -1.9% |
|
SBA COMMUNICATIONS CORP. CLASS A | -1.8% |
|
WEYERHAEUSER CO | -1.6% |
|
GAMING AND LEISURE PROPERTIE | -1.1% |
|
JONES LANG LASALLE INC | -0.9% |