Fund comparison · from official SEC filings
AREDX vs DFAR: how much do they overlap?
Real Estate Fund and Dimensional US Real Estate ETF
vs
AREDX and DFAR are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
AREDX
DFAR
W
WELLWELLTOWER INC
11.27%
7.22%
P
PLDPROLOGIS INC
9.72%
6.58%
E
EQIXEQUINIX INC
7.79%
5.20%
D
DLRDIGITAL REALTY TRUST INC
6.30%
4.47%
A
AMTAMERICAN TOWER CORP
4.58%
4.21%
S
SPGSIMON PROPERTY GROUP INC
3.36%
4.42%
V
VTRVENTAS INC
3.96%
3.13%
P
PSAPUBLIC STORAGE
0.54%
3.59%
I
IRMIRON MOUNTAIN INC
3.03%
2.81%
C
CCICROWN CASTLE INC
2.77%
2.90%
H
HSTHOST HOTELS & RESORTS INC
2.90%
1.09%
E
ESSESSEX PROPERTY TRUST INC
2.73%
1.27%
E
EGPEASTGROUP PROPERTIES INC
2.63%
0.81%
W
WPCWP CAREY INC
2.37%
1.23%
R
REGREGENCY CENTERS CORP
2.32%
1.01%
S
SBACSBA COMMUNICATIONS CORP
2.26%
1.73%
E
EXREXTRA SPACE STORAGE INC
1.63%
2.26%
C
CTRECARETRUST REIT INC
2.20%
0.66%
A
AHRAMERICAN HEALTHCARE REIT INC
2.12%
0.73%
E
EQREQUITY RESIDENTIAL
1.96%
1.76%
S
SUISUN COMMUNITIES INC
1.93%
1.18%
B
BRXBRIXMOR PROPERTY GROUP INC
1.84%
0.69%
E
EPRTESSENTIAL PROPERTIES REALTY
1.73%
0.51%
P
PECOPHILLIPS EDISON & COMPANY IN
1.73%
0.38%
B
BNLBROADSTONE NET LEASE INC
1.59%
0.28%
Only in AREDX
?
—State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Government Money Market Portfolio
2.19%
J
JANJANUS LIVING INC CL-A-1
0.67%
M
MRPMILLROSE PROPERTIES
0.64%
?
—State Street Bank & Trust Co
0.48%
G
GVMXXSTATE ST INST US GOV MM-PREM
0.00%
Only in DFAR
O
OREALTY INCOME CORP
4.30%
?
—DIMENSIONAL FUND ADVISORS LP
3.97%
V
VICIVICI PROPERTIES INC
2.34%
A
AVBAVALONBAY COMMUNITIES INC
1.92%
K
KIMKIMCO REALTY CORP
1.20%
I
INVHINVITATION HOMES INC
1.20%
M
MAAMID-AMERICA APARTMENT COMM
1.13%
G
GLPIGAMING AND LEISURE PROPERTIE
1.03%
L
LAMRLAMAR ADVERTISING CO-A
0.90%
E
ELSEQUITY LIFESTYLE PROPERTIES
0.87%
D
DOCHEALTHPEAK PROPERTIES INC
0.85%
U
UDRUDR INC
0.84%
A
ADCAGREE REALTY CORP
0.69%
F
FRTFEDERAL REALTY INVS TRUST
0.68%
B
BXPBXP INC
0.66%
R
REXRREXFORD INDUSTRIAL REALTY IN
0.62%
F
FRFIRST INDUSTRIAL REALTY TR
0.61%
N
NNNNNN REIT INC
0.60%
S
STAGSTAG INDUSTRIAL INC
0.54%
T
TRNOTERRENO REALTY CORP
0.52%
A
AREALEXANDRIA REAL ESTATE EQUIT
0.48%
R
RHPRYMAN HOSPITALITY PROPERTIES
0.47%
H
HRHEALTHCARE REALTY TRUST INC
0.46%
K
KRGKITE REALTY GROUP TRUST
0.39%
S
SBRASABRA HEALTH CARE REIT INC
0.39%
Hold AREDX and DFAR together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
DFAR vs SCHHSchwab U.S. REIT ETF
92% overlap
DFAR vs DFREXDFA REAL ESTATE SECURITIES PORTFOLIO
91% overlap
DFAR vs USRTiShares Core U.S. REIT ETF
87% overlap
DFAR vs FRELFidelity MSCI Real Estate Index ETF
86% overlap
DFAR vs FRIFirst Trust S&P REIT Index Fund
86% overlap
DFAR vs FSRNXFidelity Real Estate Index Fund
86% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.