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
26
Number of overlapping holdings
21.7%
% of USRT's 132 holdings also in JPRE
86.7%
% of JPRE's 32 holdings also in USRT
Overlap by Weight
Sector Drift (USRT minus JPRE)
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 JPRE |
Overlap | |
|---|---|---|---|---|
 |
WELLTOWER, INC. | 8.2% | 8.6% | 8.2% |
|
EQUINIX INC | 6.7% | 7.8% | 6.7% |
|
PROLOGIS INC | 8.9% | 5.4% | 5.4% |
|
DIGITAL REALTY TRUST INC | 4.1% | 4.3% | 4.1% |
|
VICI PROPERTIES INC | 2.9% | 3.4% | 2.9% |
Position Highlights (Non-Overlapping Exposures)
USRT Overweight Relative to JPRE
|
SIMON PROPERTY GROUP INC | 4.6% |
|
REALTY INCOME CORP | 4.3% |
|
PUBLIC STORAGE | 4.0% |
|
PROLOGIS INC | 3.4% |
|
AVALONBAY COMMUNITIES INC | 2.6% |
|
EQUITY RESIDENTIAL | 2.3% |
|
IRON MOUNTAIN INC | 2.2% |
|
MID-AMERICA APARTMENT COMM | 1.7% |
|
SUN COMMUNITIES INC | 1.4% |
|
INVITATION HOMES, INC. | 1.4% |
USRT Underweight Relative to JPRE
|
AMERICAN TOWER CORP-CL A | -10.3% |
|
SBA COMMUNICATIONS CORP. CLASS A | -4.0% |
|
EXTRA SPACE STORAGE INC | -3.3% |
|
VENTAS INC | -3.2% |
|
ALEXANDRIA REAL ESTATE EQUIT | -2.5% |
|
EASTGROUP PROPERTIES INC | -2.4% |
|
AMERICAN HOMES 4 RENT- A | -2.1% |
|
WEYERHAEUSER CO | -2.0% |
|
CAMDEN PROPERTY TRUST | -1.8% |
|
HOST HOTELS & RESORTS INC | -1.6% |