Fund comparison · from official SEC filings
BBRE vs REZ: how much do they overlap?
JPMorgan BetaBuilders MSCI US REIT ETF and iShares Residential and Multisector Real Estate ETF
vs
Shared holdings
Company
BBRE
REZ
W
WELLWELLTOWER INC
10.17%
23.27%
P
PSAPUBLIC STORAGE
3.77%
8.62%
V
VTRVENTAS INC
2.89%
7.72%
E
EXREXTRA SPACE STORAGE INC
2.45%
5.57%
E
EQREQUITY RESIDENTIAL
1.87%
4.53%
A
AVBAVALONBAY COMMUNITIES INC
2.10%
4.42%
S
SUISUN COMMUNITIES INC
1.29%
3.62%
E
ESSESSEX PROPERTY TRUST INC
1.47%
3.62%
I
INVHINVITATION HOMES INC
1.43%
3.57%
M
MAAMID-AMERICA APARTMENT COMM
1.27%
3.33%
O
OHIOMEGA HEALTHCARE INVESTORS
0.98%
3.03%
E
ELSEQUITY LIFESTYLE PROPERTIES
0.96%
2.81%
D
DOCHEALTHPEAK PROPERTIES INC
1.15%
2.67%
U
UDRUDR INC
1.01%
2.62%
C
CPTCAMDEN PROPERTY TRUST
0.95%
2.42%
A
AMHAMERICAN HOMES 4 RENT- A
0.90%
2.24%
A
AHRAMERICAN HEALTHCARE REIT INC
0.40%
1.96%
C
CUBECUBESMART
0.80%
1.95%
C
CTRECARETRUST REIT INC
0.51%
1.91%
A
AREALEXANDRIA REAL ESTATE EQUIT
0.68%
1.87%
H
HRHEALTHCARE REALTY TRUST INC
0.64%
1.31%
S
SBRASABRA HEALTH CARE REIT INC
0.44%
1.11%
N
NHINATL HEALTH INVESTORS INC
0.32%
0.88%
I
IRTINDEPENDENCE REALTY TRUST IN
0.35%
0.83%
N
NSA*NATIONAL STORAGE AFFILIATES
0.37%
0.62%
Only in BBRE
P
PLDPROLOGIS INC
9.64%
S
SPGSIMON PROPERTY GROUP INC
4.43%
E
EQIXEQUINIX INC
4.33%
D
DLRDIGITAL REALTY TRUST INC
4.30%
O
OREALTY INCOME CORP
3.97%
I
IRMIRON MOUNTAIN INC
3.03%
V
VICIVICI PROPERTIES INC
2.38%
K
KIMKIMCO REALTY CORP
1.38%
W
WPCWP CAREY INC
1.36%
H
HSTHOST HOTELS & RESORTS INC
1.36%
R
REGREGENCY CENTERS CORP
1.14%
G
GLPIGAMING AND LEISURE PROPERTIE
1.07%
M
MGMXXJPMORGAN US GOVT MMKT-IM
0.93%
V
VSLXXJPMRGN SEC LND MMKT-AGNCY SL
0.89%
B
BRXBRIXMOR PROPERTY GROUP INC
0.83%
E
EGPEASTGROUP PROPERTIES INC
0.80%
B
BXPBXP INC
0.79%
F
FRTFEDERAL REALTY INVS TRUST
0.79%
F
FRFIRST INDUSTRIAL REALTY TR
0.74%
N
NNNNNN REIT INC
0.72%
S
STAGSTAG INDUSTRIAL INC
0.62%
A
ADCAGREE REALTY CORP
0.60%
R
REXRREXFORD INDUSTRIAL REALTY IN
0.59%
R
RHPRYMAN HOSPITALITY PROPERTIES
0.57%
K
KRGKITE REALTY GROUP TRUST
0.56%
Only in REZ
?
—Veris Residential Inc
0.35%
?
—Sila Realty Trust Inc
0.31%
?
—BLACKROCK CASH FUNDS
0.18%
U
UHTUNIVERSAL HEALTH RLTY INCOME
0.12%
C
CHCTCOMMUNITY HEALTHCARE TRUST I
0.10%
X
XRNCHIRON REAL ESTATE INC
0.10%
B
BRTBRT APARTMENTS CORP
0.03%
?
—BOARD OF TRADE OF THE CITY OF CHICAGO, INC.
-0.01%
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Unwrap your portfolio →Other comparisons you might like
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88% overlap
BBRE vs SCHHSchwab U.S. REIT ETF
86% overlap
BBRE vs DFARDimensional US Real Estate ETF
83% overlap
BBRE vs FRELFidelity MSCI Real Estate Index ETF
80% 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.