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
16
Number of overlapping holdings
16.3%
% of RWR's 101 holdings also in JRE
76.2%
% of JRE's 24 holdings also in RWR
Overlap by Weight
Sector Drift (RWR minus JRE)
Overlapping Holdings
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| Company | Weight in RWR |
Weight in JRE |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 7.8% | 10.4% | 7.8% |
|
PROLOGIS INC | 9.6% | 6.9% | 6.9% |
|
WELLTOWER, INC. | 4.7% | 7.9% | 4.7% |
|
PUBLIC STORAGE | 4.5% | 7.4% | 4.5% |
|
REALTY INCOME CORP | 4.1% | 8.1% | 4.1% |
Position Highlights (Non-Overlapping Exposures)
RWR Overweight Relative to JRE
|
SIMON PROPERTY GROUP INC | 4.8% |
|
DIGITAL REALTY TRUST INC | 4.5% |
|
EXTRA SPACE STORAGE INC | 3.5% |
|
PROLOGIS INC | 2.7% |
|
VENTAS INC | 2.6% |
|
EQUITY RESIDENTIAL | 2.5% |
|
ESSEX PROPERTY TRUST INC | 1.9% |
|
INVITATION HOMES, INC. | 1.9% |
|
MID-AMERICA APARTMENT COMM | 1.8% |
|
ALEXANDRIA REAL ESTATE EQUIT | 1.6% |
RWR Underweight Relative to JRE
|
REALTY INCOME CORP | -3.9% |
|
SABRA HEALTH CARE REIT INC | -3.8% |
|
CUBESMART | -3.6% |
|
CBRE GROUP, INC. CLASS A | -3.5% |
|
EASTGROUP PROPERTIES INC | -3.5% |
|
KILROY REALTY CORP | -3.4% |
|
SBA COMMUNICATIONS CORP. CLASS A | -3.3% |
|
WELLTOWER, INC. | -3.2% |
|
FIRST INDUSTRIAL REALTY TR | -3.2% |
|
PUBLIC STORAGE | -2.9% |