Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
34%
OVERLAP
BY WEIGHT
20
# OF OVERLAPPING
HOLDINGS
VGSR
142
HOLDINGS
14%
ALSO IN WTRE
WTRE
63
HOLDINGS
35%
ALSO IN VGSR
SECTOR DRIFT (VGSR minus WTRE)
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 VGSR |
Weight in WTRE |
Overlap | |
|---|---|---|---|---|
 |
AMERICAN TOWER CORP-CL A | 5.1% | 6.0% | 5.1% |
|
DIGITAL REALTY TRUST INC | 4.8% | 5.7% | 4.8% |
|
PROLOGIS INC | 4.7% | 5.6% | 4.7% |
|
EQUINIX INC | 4.7% | 6.0% | 4.7% |
 |
GOODMAN GROUP | 3.8% | 5.1% | 3.8% |
VGSR Overweight Relative to WTRE
|
SIMON PROPERTY GROUP INC | 5.2% |
|
WELLTOWER, INC. | 4.9% |
|
EQUITY RESIDENTIAL | 4.4% |
|
VENTAS INC | 4.2% |
|
EXTRA SPACE STORAGE INC | 3.2% |
|
HOST HOTELS & RESORTS INC | 1.7% |
|
ESSEX PROPERTY TRUST INC | 1.7% |
|
KIMCO REALTY CORP | 1.7% |
|
OMEGA HEALTHCARE INVESTORS | 1.4% |
|
MID-AMERICA APARTMENT COMM | 1.3% |
VGSR Underweight Relative to WTRE
|
CROWN CASTLE INTL CORP | -5.0% |
 |
CELLNEX TELECOM S.A. | -3.8% |
|
SBA COMMUNICATIONS CORP. CLASS A | -3.7% |
 |
NEBIUS GROUP NV | -3.2% |
|
AST SPACEMOBILE, INC. CLASS A | -2.4% |
|
GLOBALSTAR INC | -2.2% |
|
EASTGROUP PROPERTIES INC | -2.2% |
|
VIASAT INC | -2.1% |
 |
INFRASTRUTTURE WIRELESS ITALIANE S.P | -1.9% |
|
COREWEAVE INC-CL A | -1.8% |