Fund comparison · from official SEC filings
RWR vs USRT: how much do they overlap?
State Street(R) SPDR(R) Dow Jones(R) REIT ETF and iShares Core U.S. REIT ETF
vs
RWR and USRT are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
RWR
USRT
P
PLDPROLOGIS INC
10.13%
7.53%
W
WELLWELLTOWER INC
9.92%
8.31%
E
EQIXEQUINIX INC
4.67%
6.44%
D
DLRDIGITAL REALTY TRUST INC
4.63%
4.46%
S
SPGSIMON PROPERTY GROUP INC
4.56%
4.40%
O
OREALTY INCOME CORP
4.38%
4.18%
P
PSAPUBLIC STORAGE
4.19%
3.96%
V
VTRVENTAS INC
4.13%
3.55%
E
EXREXTRA SPACE STORAGE INC
2.96%
2.60%
A
AVBAVALONBAY COMMUNITIES INC
2.46%
2.24%
E
EQREQUITY RESIDENTIAL
2.16%
2.14%
E
ESSESSEX PROPERTY TRUST INC
1.66%
1.45%
K
KIMKIMCO REALTY CORP
1.61%
1.36%
W
WPCWP CAREY INC
1.58%
1.36%
S
SUISUN COMMUNITIES INC
1.56%
1.35%
M
MAAMID-AMERICA APARTMENT COMM
1.52%
1.30%
I
INVHINVITATION HOMES INC
1.49%
1.52%
O
OHIOMEGA HEALTHCARE INVESTORS
1.38%
1.19%
R
REGREGENCY CENTERS CORP
1.32%
1.21%
H
HSTHOST HOTELS & RESORTS INC
1.30%
1.25%
E
ELSEQUITY LIFESTYLE PROPERTIES
1.29%
1.05%
D
DOCHEALTHPEAK PROPERTIES INC
1.21%
0.97%
U
UDRUDR INC
1.08%
1.04%
C
CPTCAMDEN PROPERTY TRUST
1.07%
0.96%
E
EGPEASTGROUP PROPERTIES INC
1.05%
0.92%
Only in RWR
G
GVMXXSTATE ST INST US GOV MM-PREM
1.01%
F
FRMIFERMI INC
0.02%
Only in USRT
I
IRMIRON MOUNTAIN INC
3.19%
V
VICIVICI PROPERTIES INC
2.73%
G
GLPIGAMING AND LEISURE PROPERTIE
1.13%
L
LAMRLAMAR ADVERTISING CO-A
1.03%
S
SBRASABRA HEALTH CARE REIT INC
0.44%
M
MRPMILLROSE PROPERTIES
0.40%
O
OUTOUTFRONT MEDIA INC
0.39%
L
LINELINEAGE INC
0.22%
I
IVTINVENTRUST PROPERTIES CORP
0.21%
L
LTCLTC PROPERTIES INC
0.15%
?
—BLACKROCK CASH FUNDS
0.12%
S
SAFESAFEHOLD INC
0.08%
W
WSRWHITESTONE REIT
0.07%
P
PKSTPEAKSTONE REALTY TRUST
0.07%
C
CTOCTO REALTY GROWTH INC
0.05%
P
PSTLPOSTAL REALTY TRUST INC- A
0.05%
A
ALXALEXANDER'S INC
0.05%
A
AHRTAH REALTY TRUST INC
0.04%
B
BFSSAUL CENTERS INC
0.04%
F
FPIFARMLAND PARTNERS INC
0.04%
O
OLPONE LIBERTY PROPERTIES INC
0.04%
I
ILPTINDUSTRIAL LOGISTICS PROPERT
0.04%
C
CLDTCHATHAM LODGING TRUST
0.04%
F
FVRFRONTVIEW REIT INC
0.03%
L
LANDGLADSTONE LAND CORP
0.03%
Hold RWR and USRT together? See your combined true holdings, overlap, and blended fees — free, no signup.
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85% 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.