Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
29%

OVERLAP
BY WEIGHT
20

# OF OVERLAPPING
HOLDINGS
USRT
129
HOLDINGS
18%
ALSO IN HAUS
HAUS
22
HOLDINGS
91%
ALSO IN USRT
SECTOR DRIFT (USRT minus HAUS)
OVERLAPPING HOLDINGS

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Company Weight
in USRT
Weight
in HAUS
Overlap
WELLTOWER, INC. 9.1% 4.8% 4.8%
PUBLIC STORAGE 4.1% 4.6% 4.1%
VENTAS INC 3.5% 5.0% 3.5%
EXTRA SPACE STORAGE INC 2.6% 4.4% 2.6%
AVALONBAY COMMUNITIES INC 2.1% 4.1% 2.1%
USRT Overweight Relative to HAUS
PROLOGIS INC 7.9%
EQUINIX INC 6.8%
DIGITAL REALTY TRUST INC 4.7%
REALTY INCOME CORP 4.5%
SIMON PROPERTY GROUP INC 4.3%
WELLTOWER, INC. 4.3%
IRON MOUNTAIN INC 2.7%
VICI PROPERTIES INC 2.6%
WP CAREY INC 1.3%
KIMCO REALTY CORP 1.3%
USRT Underweight Relative to HAUS
DIVERSIFIED HEALTHCARE TRUST -5.7%
VERIS RESIDENTIAL, INC. -5.4%
CENTERSPACE -4.0%
UMH PROPERTIES INC -3.9%
EQUITY LIFESTYLE PROPERTIES -3.7%
INDEPENDENCE REALTY TRUST, INC. -3.6%
NEXPOINT RESIDENTIAL -3.6%
UDR INC -3.2%
SUN COMMUNITIES INC -3.2%
CAMDEN PROPERTY TRUST -3.2%
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