REET vs SPLV overlap - what they share and where they differ

REET and SPLV share 15.8% of their weight across 18 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

REET and SPLV

15.8%

18 shared positions

REET

iShares Global REIT ETF

Reported positions cover 86% of the fund, 223 positions · Apr 30, 2026

Top 10: 41.4%·Holdings of REET

SPLV

Invesco S&P 500 Low Volatility ETF

Reported positions cover 100% of the fund, 100 positions · May 31, 2026

Top 10: 12.5%·Holdings of SPLV

Reported positions cover REET 86%, SPLV 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

SPLV vs REET side by side

REETiShares Global REIT ETF

223

stock positions reported to the SEC

43.2% of its weight is in 205 names SPLV does not hold

SPLVInvesco S&P 500 Low Volatility ETF

100

stock positions reported to the SEC

82.0% of its weight is in 82 names REET does not hold

Where each fund's weight sits

REET
SPLV
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Real Estate
68.9%
15.9%
Utilities
1.5%
26.9%
Financial Services
0.7%
17.2%
Consumer Defensive
0.0%
8.5%
Healthcare
0.0%
7.6%
Technology
0.4%
0.0%

The widest gap is Real Estate: REET has 53.0 points more of it.

The figures side by side

REETSPLV
Filing dateApr 30, 2026May 31, 2026
Stock positions reported223100
Weight of the ten largest41.4%12.5%
Largest positionWELL 8.3%FE 1.3%
Held alone205 positions, 43.2%82 positions, 82.0%
Covered by stock positions86%100%

Holdings they share

StockIn REETIn SPLVCounted
OREALTY INCOME CORPORATION3.27%1.19%1.19%
VICIVICI PROPERTIES INC.1.76%1.18%1.18%
VTRVENTAS, INC.2.29%0.99%0.99%
SPGSIMON PROPERTY GROUP, INC.3.67%0.97%0.97%
INVHINVITATION HOMES INC.0.98%0.94%0.94%
AWXAVALONBAY COMMUNITIES, INC.1.45%0.93%0.93%
EQUITY RESIDENTIAL1.38%0.93%0.93%
ESSESSEX PROPERTY TRUST, INC.0.93%0.91%0.91%
PLDPrologis Property Mexico, S.A de C.V.7.61%0.89%0.89%
WELLWELLTOWER INC.8.32%0.89%0.89%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in REET

EQIXEQUINIX, INC.5.89%
IRMIRON MOUNTAIN INCORPORATED2.06%
EXREXTRA SPACE STORAGE INC.1.68%
WPCW.P. CAREY INC.0.88%
SUISUN COMMUNITIES, INC.0.87%
HSTHOST HOTELS & RESORTS, INC.0.81%
OHIOMEGA HEALTHCARE INVESTORS, INC.0.77%
GLPIGaming and Leisure Properties, Inc.0.73%
SEGRO PUBLIC LIMITED COMPANY0.71%
ELSEQUITY LIFESTYLE PROPERTIES, INC.0.68%

Only in SPLV

FEFirstEnergy Corp.1.34%
LLoews Corp.1.29%
BRK.ABerkshire Hathaway Inc.1.28%
DUKDuke Energy Corp.1.25%
AEEAmeren Corp.1.24%
WECWEC Energy Group Inc.1.24%
CNPCenterPoint Energy, Inc.1.23%
LNTAlliant Energy Corp.1.23%
DTEDTE Energy Co.1.22%
EVRGEvergy, Inc.1.22%

Questions people ask

Is REET the same as SPLV?

15.8% of their weight sits in the same 18 holdings. REET also reports EQIX, IRM, EXR, which the other does not. SPLV also reports FE, L, BRK.A, which the other does not.

How is the overlap between REET and SPLV measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 86% of REET and 100% of SPLV, so the number cannot exceed the smaller coverage.

Which holds more, SPLV or REET?

REET reports 223 stock positions and SPLV reports 100. 43.2% of REET's weight sits in names SPLV does not hold, and 82.0% of SPLV's weight in names REET does not hold. The ten largest positions are 41.4% of REET and 12.5% of SPLV.

How do REET and SPLV differ by sector?

The widest gap is Real Estate: REET has 53.0 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.