Fund comparison · from official SEC filings
BBRE vs DFAR: how much do they overlap?
JPMorgan BetaBuilders MSCI US REIT ETF and Dimensional US Real Estate ETF
vs
BBRE and DFAR are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
BBRE
DFAR
W
WELLWELLTOWER INC
10.17%
7.22%
P
PLDPROLOGIS INC
9.64%
6.58%
E
EQIXEQUINIX INC
4.33%
5.20%
D
DLRDIGITAL REALTY TRUST INC
4.30%
4.47%
S
SPGSIMON PROPERTY GROUP INC
4.43%
4.42%
O
OREALTY INCOME CORP
3.97%
4.30%
P
PSAPUBLIC STORAGE
3.77%
3.59%
V
VTRVENTAS INC
2.89%
3.13%
I
IRMIRON MOUNTAIN INC
3.03%
2.81%
E
EXREXTRA SPACE STORAGE INC
2.45%
2.26%
V
VICIVICI PROPERTIES INC
2.38%
2.34%
A
AVBAVALONBAY COMMUNITIES INC
2.10%
1.92%
E
EQREQUITY RESIDENTIAL
1.87%
1.76%
E
ESSESSEX PROPERTY TRUST INC
1.47%
1.27%
I
INVHINVITATION HOMES INC
1.43%
1.20%
K
KIMKIMCO REALTY CORP
1.38%
1.20%
W
WPCWP CAREY INC
1.36%
1.23%
H
HSTHOST HOTELS & RESORTS INC
1.36%
1.09%
S
SUISUN COMMUNITIES INC
1.29%
1.18%
M
MAAMID-AMERICA APARTMENT COMM
1.27%
1.13%
D
DOCHEALTHPEAK PROPERTIES INC
1.15%
0.85%
R
REGREGENCY CENTERS CORP
1.14%
1.01%
G
GLPIGAMING AND LEISURE PROPERTIE
1.07%
1.03%
O
OHIOMEGA HEALTHCARE INVESTORS
0.98%
1.05%
U
UDRUDR INC
1.01%
0.84%
Only in BBRE
M
MGMXXJPMORGAN US GOVT MMKT-IM
0.93%
V
VSLXXJPMRGN SEC LND MMKT-AGNCY SL
0.89%
S
SAFESAFEHOLD INC
0.11%
A
AHRTAH REALTY TRUST INC
0.09%
M
MRPMILLROSE PROPERTIES
0.06%
S
SMASMARTSTOP SELF STORAGE REIT
0.05%
?
—N/A
0.03%
Only in DFAR
A
AMTAMERICAN TOWER CORP
4.21%
?
—DIMENSIONAL FUND ADVISORS LP
3.97%
C
CCICROWN CASTLE INC
2.90%
S
SBACSBA COMMUNICATIONS CORP
1.73%
L
LAMRLAMAR ADVERTISING CO-A
0.90%
O
OUTOUTFRONT MEDIA INC
0.36%
C
CTOCTO REALTY GROWTH INC
0.05%
P
PSTLPOSTAL REALTY TRUST INC- A
0.04%
U
UHTUNIVERSAL HEALTH RLTY INCOME
0.04%
I
INNSUMMIT HOTEL PROPERTIES INC
0.04%
C
CHCTCOMMUNITY HEALTHCARE TRUST I
0.04%
X
XRNCHIRON REAL ESTATE INC
0.03%
I
ILPTINDUSTRIAL LOGISTICS PROPERT
0.03%
C
CLDTCHATHAM LODGING TRUST
0.03%
O
OLPONE LIBERTY PROPERTIES INC
0.03%
P
PINEALPINE INCOME PROPERTY TRUST
0.02%
?
—Veris Residential, Inc.
0.02%
F
FVRFRONTVIEW REIT INC
0.01%
S
SVC 4.95 02.15.27SERVICE PROPERTIES TRUST
0.01%
B
BHRBRAEMAR HOTELS & RESORTS INC
0.01%
M
MDVMODIV INDUSTRIAL INC
0.01%
B
BRTBRT APARTMENTS CORP
0.01%
O
ONLORION PROPERTIES INC
0.01%
S
STRWSTRAWBERRY FIELDS REIT INC
0.01%
N
NLOPNET LEASE OFFICE PROPERTY
0.00%
Hold BBRE and DFAR together? See your combined true holdings, overlap, and blended fees — free, no signup.
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88% overlap
DFAR vs USRTiShares Core U.S. REIT ETF
87% 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.