Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

SWASX vs DFGR

Shared holdings
69
SWASX covered by DFGR
41.48%
DFGR covered by SWASX
41.48%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

SWASX (Feb. 28, 2026)

SecurityWeight
WELLTOWER INC5.31%
EQUINIX INC4.82%
PROLOGIS INC REIT4.57%
PUBLIC STORAGE3.15%
VICI PROPERTIES2.76%
SUN COMMUNITIES INC - REIT2.64%
SIMON PROPERTY2.52%
OMEGA HEALTHCARE INVESTORS INC2.38%
EASTGROUP PROP2.27%
VENTAS INC REIT2.22%
FIRST INDUSTRIAL REALTY TRUST2.13%
BRIXMOR PROPERTY2.08%
DIAMONDROCK HOSPITALITY CO2.05%
EPR PROPERTIES1.95%
SEKISUI HOUSE RE1.90%
MITSUI FUDOSAN1.86%
ESSEX PROPERTY TRUST INC1.78%
COVIVIO1.78%
LONDONMETRIC PRO1.50%
WHARF REAL ESTAT1.47%
INVITATION HOMES INC1.46%
CAPITALAND ASCEN1.46%
HULIC CO LTD1.37%
VORNADO RLTY TST1.36%
EMAAR DEVELOPMENT PJSC COMMON STOCK AED1.01.34%
LAMAR ADVERTISING CO CL A1.32%
UOL GROUP LTD1.31%
CHARTER HALL GRO1.30%
EMAAR PROP PJSC1.30%
GAMING AND LEISURE PROPRTI INC1.20%
NIPPON REIT INVE1.19%
SCENTRE GROUP1.16%
IRON MOUNTAIN INC1.10%
BRIT LAND CO PLC1.04%
DAIWA HOUSE INDU0.97%
DIGITAL REALTY TRUST INC0.95%
SWIREPROPERTIES0.91%
GPT GROUP0.90%
KERRY PPT0.90%
SHK PPT0.89%
BOARDWALK REAL E0.87%
VICINITY CENTRES0.86%
SUNWAY REAL ESTA0.85%
CARMILA0.82%
Glenveagh Properties plc (London)0.82%
BIG YELLOW GROUP0.80%
CHINA RES LAND0.80%
AMERICAN TOWER CORP0.78%
AROUNDTOWN SA0.77%
GLOBAL ONE REIT0.77%

DFGR (April 30, 2026)

SecurityWeight
WELLTOWER INC7.70%
PROLOGIS INC REIT6.66%
EQUINIX INC5.35%
AMERICAN TOWER CORP4.28%
DIGITAL REALTY TRUST INC3.49%
SIMON PROPERTY3.33%
REALTY INCOME CORP REIT3.01%
PUBLIC STORAGE2.40%
GOODMAN GROUP2.15%
VENTAS INC REIT2.09%
CROWN CASTLE INC1.94%
IRON MOUNTAIN INC1.88%
The DFA Short Term Investment Fund1.70%
VICI PROPERTIES1.56%
EXTRA SPACE STORAGE INC1.52%
AVALONBAY COMMUNITIES INC REIT1.30%
EQUITY RESIDENTIAL REIT1.18%
SBA COMMUNICATIONS CORP1.18%
ESSEX PROPERTY TRUST INC0.85%
INVITATION HOMES INC0.84%
WP CAREY INC0.81%
KIMCO REALTY CORPORATION0.80%
SUN COMMUNITIES INC - REIT0.79%
SEGRO PLC0.77%
MID AMERICA APT CMNTY INC0.76%
Unibail-Rodamco-Westfield SE NPV (1 ORD UNIBAIL-R & 1CLASS A WFD)0.72%
HOST HOTELS & RE0.72%
SCENTRE GROUP0.71%
OMEGA HEALTHCARE INVESTORS INC0.70%
GAMING AND LEISURE PROPRTI INC0.68%
REGENCY CENTERS CORP REIT0.67%
LINK REIT0.65%
LAMAR ADVERTISING CO CL A0.60%
EQUITY LIFESTYLE PPTYS INC0.59%
UDR INC0.57%
HEALTHPEAK PROPERTIES INC0.57%
CAPITALAND INTEG0.56%
CAMDEN PROP TR0.56%
EASTGROUP PROP0.54%
AMERICAN HOMES-A0.53%
AMERICAN HEALTHCARE REIT INC0.48%
BRIXMOR PROPERTY0.46%
CUBESMART0.46%
AGREE REALTY CORP0.46%
FED REALTY INVS0.45%
BXP INC0.44%
CARETRUST REIT INC0.44%
KLEPIERRE0.44%
REXFORD INDUSTRIAL REALTY INC0.42%
NNN REIT INC0.42%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.