Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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45
Number of overlapping holdings
36.9%
% of USRT's 134 holdings also in IYR
76.3%
% of IYR's 64 holdings also in USRT
Overlap by Weight
Sector Drift (USRT minus IYR)
Overlapping Holdings
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| Company | Weight in USRT |
Weight in IYR |
Overlap | |
|---|---|---|---|---|
 |
PROLOGIS INC | 8.7% | 7.8% | 7.8% |
|
EQUINIX INC | 7.1% | 6.3% | 6.3% |
|
WELLTOWER, INC. | 6.8% | 4.9% | 4.9% |
|
DIGITAL REALTY TRUST INC | 4.8% | 4.2% | 4.2% |
|
SIMON PROPERTY GROUP INC | 4.9% | 4.1% | 4.1% |
Position Highlights (Non-Overlapping Exposures)
USRT Overweight Relative to IYR
|
WELLTOWER, INC. | 2.0% |
|
PROLOGIS INC | 0.9% |
|
EQUINIX INC | 0.7% |
|
SIMON PROPERTY GROUP INC | 0.7% |
|
DIGITAL REALTY TRUST INC | 0.7% |
|
RYMAN HOSPITALITY PROPERTIES | 0.5% |
|
TERRENO REALTY CORP | 0.5% |
|
KITE REALTY GROUP TRUST | 0.5% |
|
ESSENTIAL PROPERTIES REALTY TRUST, I | 0.5% |
|
PUBLIC STORAGE | 0.4% |
USRT Underweight Relative to IYR
|
AMERICAN TOWER CORP-CL A | -6.8% |
|
CROWN CASTLE INTL CORP | -3.4% |
|
CBRE GROUP, INC. CLASS A | -2.9% |
|
COSTAR GROUP INC | -2.2% |
|
SBA COMMUNICATIONS CORP. CLASS A | -1.8% |
|
WEYERHAEUSER CO | -1.7% |
|
JONES LANG LASALLE INC | -0.9% |
|
ZILLOW GROUP, INC. CLASS C | -0.8% |
|
AGNC INVESTMENT CORP. | -0.6% |
|
STARWOOD PROPERTY TRUST INC | -0.5% |