Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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36
Number of overlapping holdings
29.5%
% of USRT's 134 holdings also in REZ
100.0%
% of REZ's 39 holdings also in USRT
Overlap by Weight
Sector Drift (USRT minus REZ)
Overlapping Holdings
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| Company | Weight in USRT |
Weight in REZ |
Overlap | |
|---|---|---|---|---|
 |
WELLTOWER, INC. | 6.8% | 16.5% | 6.8% |
|
PUBLIC STORAGE | 4.3% | 10.6% | 4.3% |
|
EXTRA SPACE STORAGE INC | 2.9% | 7.0% | 2.9% |
|
AVALONBAY COMMUNITIES INC | 2.7% | 6.5% | 2.7% |
|
EQUITY RESIDENTIAL | 2.3% | 5.7% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
USRT Overweight Relative to REZ
|
PROLOGIS INC | 8.7% |
|
EQUINIX INC | 7.2% |
|
DIGITAL REALTY TRUST INC | 4.9% |
|
SIMON PROPERTY GROUP INC | 4.8% |
|
REALTY INCOME CORP | 4.1% |
|
IRON MOUNTAIN INC | 2.8% |
|
VICI PROPERTIES INC | 2.7% |
|
KIMCO REALTY CORP | 1.4% |
|
REGENCY CENTERS CORP | 1.1% |
|
GAMING AND LEISURE PROPERTIE | 1.1% |
USRT Underweight Relative to REZ
|
WELLTOWER, INC. | -9.7% |
|
PUBLIC STORAGE | -6.2% |
|
EXTRA SPACE STORAGE INC | -4.1% |
|
AVALONBAY COMMUNITIES INC | -3.8% |
|
EQUITY RESIDENTIAL | -3.3% |
|
ESSEX PROPERTY TRUST INC | -2.7% |
|
ALEXANDRIA REAL ESTATE EQUIT | -2.6% |
|
MID-AMERICA APARTMENT COMM | -2.6% |
|
INVITATION HOMES, INC. | -2.5% |
|
VENTAS INC | -2.4% |