Fund comparison · from official SEC filings
DFAR vs PSR: how much do they overlap?
Dimensional US Real Estate ETF and Invesco Active U.S. Real Estate ETF
vs
DFAR and PSR are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
DFAR
PSR
P
PLDPROLOGIS INC
6.58%
9.31%
W
WELLWELLTOWER INC
7.22%
8.14%
A
AMTAMERICAN TOWER CORP
4.21%
7.74%
D
DLRDIGITAL REALTY TRUST INC
4.47%
7.25%
E
EQIXEQUINIX INC
5.20%
5.47%
C
CUBECUBESMART
0.69%
4.76%
S
SPGSIMON PROPERTY GROUP INC
4.42%
1.72%
I
IRMIRON MOUNTAIN INC
2.81%
4.33%
S
SKTTANGER INC
0.32%
3.85%
G
GLPIGAMING AND LEISURE PROPERTIE
1.03%
3.75%
O
OHIOMEGA HEALTHCARE INVESTORS
1.05%
3.67%
P
PSAPUBLIC STORAGE
3.59%
1.22%
V
VTRVENTAS INC
3.13%
2.04%
A
AVBAVALONBAY COMMUNITIES INC
1.92%
3.00%
A
AHRAMERICAN HEALTHCARE REIT INC
0.73%
2.94%
C
CCICROWN CASTLE INC
2.90%
2.49%
C
CPTCAMDEN PROPERTY TRUST
0.82%
2.79%
V
VNOVORNADO REALTY TRUST
0.36%
2.79%
B
BRXBRIXMOR PROPERTY GROUP INC
0.69%
2.78%
E
EGPEASTGROUP PROPERTIES INC
0.81%
2.76%
W
WPCWP CAREY INC
1.23%
2.66%
U
UDRUDR INC
0.84%
2.30%
A
AMHAMERICAN HOMES 4 RENT- A
0.75%
2.00%
B
BNLBROADSTONE NET LEASE INC
0.28%
1.50%
R
RHPRYMAN HOSPITALITY PROPERTIES
0.47%
1.36%
Only in DFAR
O
OREALTY INCOME CORP
4.30%
?
—DIMENSIONAL FUND ADVISORS LP
3.97%
V
VICIVICI PROPERTIES INC
2.34%
E
EXREXTRA SPACE STORAGE INC
2.26%
E
EQREQUITY RESIDENTIAL
1.76%
S
SBACSBA COMMUNICATIONS CORP
1.73%
E
ESSESSEX PROPERTY TRUST INC
1.27%
K
KIMKIMCO REALTY CORP
1.20%
I
INVHINVITATION HOMES INC
1.20%
S
SUISUN COMMUNITIES INC
1.18%
M
MAAMID-AMERICA APARTMENT COMM
1.13%
H
HSTHOST HOTELS & RESORTS INC
1.09%
R
REGREGENCY CENTERS CORP
1.01%
L
LAMRLAMAR ADVERTISING CO-A
0.90%
E
ELSEQUITY LIFESTYLE PROPERTIES
0.87%
D
DOCHEALTHPEAK PROPERTIES INC
0.85%
A
ADCAGREE REALTY CORP
0.69%
F
FRTFEDERAL REALTY INVS TRUST
0.68%
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%
H
HRHEALTHCARE REALTY TRUST INC
0.46%
Only in PSR
?
—Invesco Private Prime Fund
1.51%
W
WYWEYERHAEUSER CO
0.87%
?
—Invesco Private Government Fund
0.58%
A
AGPXXINVESCO GVT & AGNCY-INST
0.11%
Hold DFAR and PSR together? See your combined true holdings, overlap, and blended fees — free, no signup.
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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.