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
22
Number of overlapping holdings
18.0%
% of USRT's 133 holdings also in IQRA
20.0%
% of IQRA's 121 holdings also in USRT
Overlap by Weight
Sector Drift (USRT minus IQRA)
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 USRT |
Weight in IQRA |
Overlap | |
|---|---|---|---|---|
 |
SIMON PROPERTY GROUP INC | 4.9% | 5.0% | 4.9% |
|
EQUINIX INC | 7.8% | 4.0% | 4.0% |
|
REALTY INCOME CORP | 4.0% | 2.3% | 2.3% |
|
EXTRA SPACE STORAGE INC | 2.7% | 1.8% | 1.8% |
|
WELLTOWER, INC. | 6.9% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
USRT Overweight Relative to IQRA
|
PROLOGIS INC | 8.6% |
|
WELLTOWER, INC. | 5.1% |
|
PUBLIC STORAGE | 4.1% |
|
EQUINIX INC | 3.8% |
|
DIGITAL REALTY TRUST INC | 3.5% |
|
AVALONBAY COMMUNITIES INC | 2.7% |
|
VICI PROPERTIES INC | 2.6% |
|
EQUITY RESIDENTIAL | 2.3% |
|
VENTAS INC | 2.2% |
|
REALTY INCOME CORP | 1.8% |
USRT Underweight Relative to IQRA
|
TARGA RESOURCES CORP | -3.1% |
|
CSX CORP | -2.6% |
|
WEC ENERGY GROUP INC | -2.3% |
|
NEXTERA ENERGY GROUP | -2.0% |
 |
NATIONAL GRID PLC | -2.0% |
|
PPL CORPORATION | -1.9% |
|
AMERICAN TOWER CORP-CL A | -1.9% |
|
P G & E CORP | -1.8% |
 |
GRUPO AEROPORTUARIO DEL-B SH | -1.6% |
|
AMERICAN HEALTHC | -1.4% |