Fund comparison · from official SEC filings
FESIX vs PSR: how much do they overlap?
Fidelity SAI Real Estate Index Fund and Invesco Active U.S. Real Estate ETF
vs
FESIX and PSR are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FESIX
PSR
P
PLDPROLOGIS INC
8.02%
9.31%
W
WELLWELLTOWER INC
8.42%
8.14%
A
AMTAMERICAN TOWER CORP
5.20%
7.74%
D
DLRDIGITAL REALTY TRUST INC
4.20%
7.25%
E
EQIXEQUINIX INC
4.97%
5.47%
C
CUBECUBESMART
0.59%
4.76%
I
IRMIRON MOUNTAIN INC
2.37%
4.33%
S
SPGSIMON PROPERTY GROUP INC
4.17%
1.72%
S
SKTTANGER INC
0.26%
3.85%
G
GLPIGAMING AND LEISURE PROPERTIE
0.85%
3.75%
O
OHIOMEGA HEALTHCARE INVESTORS
0.84%
3.67%
P
PSAPUBLIC STORAGE
3.02%
1.22%
A
AVBAVALONBAY COMMUNITIES INC
1.67%
3.00%
A
AHRAMERICAN HEALTHCARE REIT INC
0.54%
2.94%
C
CPTCAMDEN PROPERTY TRUST
0.72%
2.79%
V
VNOVORNADO REALTY TRUST
0.31%
2.79%
B
BRXBRIXMOR PROPERTY GROUP INC
0.58%
2.78%
E
EGPEASTGROUP PROPERTIES INC
0.64%
2.76%
W
WPCWP CAREY INC
1.02%
2.66%
V
VTRVENTAS INC
2.51%
2.04%
C
CCICROWN CASTLE INC
2.45%
2.49%
U
UDRUDR INC
0.73%
2.30%
A
AMHAMERICAN HOMES 4 RENT- A
0.67%
2.00%
B
BNLBROADSTONE NET LEASE INC
0.24%
1.50%
R
RHPRYMAN HOSPITALITY PROPERTIES
0.38%
1.36%
Only in FESIX
O
OREALTY INCOME CORP
3.60%
C
CBRECBRE GROUP INC - A
2.68%
?
—Fidelity Revere Street Trust
2.02%
V
VICIVICI PROPERTIES INC
1.99%
E
EXREXTRA SPACE STORAGE INC
1.95%
S
SBACSBA COMMUNICATIONS CORP
1.53%
E
EQREQUITY RESIDENTIAL
1.43%
I
INVHINVITATION HOMES INC
1.10%
E
ESSESSEX PROPERTY TRUST INC
1.08%
K
KIMKIMCO REALTY CORP
1.02%
S
SUISUN COMMUNITIES INC
1.02%
J
JLLJONES LANG LASALLE INC
0.97%
M
MAAMID-AMERICA APARTMENT COMM
0.97%
H
HSTHOST HOTELS & RESORTS INC
0.96%
C
CSGPCOSTAR GROUP INC
0.93%
R
REGREGENCY CENTERS CORP
0.87%
L
LAMRLAMAR ADVERTISING CO-A
0.77%
D
DOCHEALTHPEAK PROPERTIES INC
0.74%
E
ELSEQUITY LIFESTYLE PROPERTIES
0.72%
F
FRTFEDERAL REALTY INVS TRUST
0.54%
A
ADCAGREE REALTY CORP
0.53%
F
FRFIRST INDUSTRIAL REALTY TR
0.52%
N
NNNNNN REIT INC
0.51%
R
REXRREXFORD INDUSTRIAL REALTY IN
0.51%
H
HRHEALTHCARE REALTY TRUST INC
0.46%
Only in PSR
?
—Invesco Private Prime Fund
1.51%
?
—Invesco Private Government Fund
0.58%
A
AGPXXINVESCO GVT & AGNCY-INST
0.11%
Hold FESIX and PSR together? See your combined true holdings, overlap, and blended fees — free, no signup.
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85% overlap
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84% overlap
FESIX vs VNQVANGUARD REAL ESTATE INDEX FUND
84% 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.