USRT vs. AREA ETF Comparison

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USRT vs. AREA ETF Comparison

Comparison of iShares Core U.S. REIT ETF (USRT) to Harbor AlphaEdge Next Generation REITs ETF (AREA)

USRT

iShares Core U.S. REIT ETF

USRT Description

The iShares Core U.S. REIT ETF seeks to track the investment results of an index composed of U.S. real estate equities.

Grade (RS Rating)

Last Trade

$61.34

Average Daily Volume

236,762

Number of Holdings ^*

132

* may have additional holdings in another (foreign) market

AREA

Harbor AlphaEdge Next Generation REITs ETF

AREA Description

AREA targetsNext Generation REITs through a proprietary rules-based methodology. Instead of traditional office, multi-family, retail, and industrial REITs, the fund favors non-traditional REITs (e.g., data center, gaming, healthcare & life sciences, hotel & motel, manufactured homes, and self-storage). From an index universe of 3,000 US-listed securities, the fund relies on FactSets RBICS sub-industry classification in filtering Next-Gen REITs. Each qualified company is scored across five factor composites (capital deployment, momentum, quality, risk, and valuation) for a combined stock selection score based on prevailing business cycle regimes. The index provider then selects and weights securities using an optimizer that measures the risk-adjusted returns of the portfolio against a benchmark with similar holdings. The fund holds between 35 and 70 REITs, subject to certain capping limits. The index is reconstituted and rebalanced monthly.

Grade (RS Rating)

Last Trade

$20.14

Average Daily Volume

178

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	USRT	AREA
30 Days	-0.13%	-1.86%
60 Days	-1.02%	-4.63%
90 Days	3.17%
12 Months	29.70%

28 Overlapping Holdings

Symbol	Grade	Weight in USRT	Weight in AREA	Overlap
CUBE	D	0.9%	5.4%	0.9%
DHC	F	0.05%	0.19%	0.05%
DOC	D	1.21%	2.5%	1.21%
DRH	B	0.15%	3.58%	0.15%
ELS	C	1.08%	3.81%	1.08%
EPR	D	0.27%	3.65%	0.27%
EXR	D	2.85%	6.05%	2.85%
GLPI	C	1.06%	0.48%	0.48%
HST	C	1.0%	5.76%	1.0%
INN	D	0.05%	1.06%	0.05%
INVH	D	1.71%	0.42%	0.42%
IRM	D	2.77%	3.75%	2.77%
LAMR	D	0.91%	6.89%	0.91%
LAND	F	0.03%	2.21%	0.03%
LTC	B	0.14%	1.13%	0.14%
NHI	D	0.27%	2.8%	0.27%
NSA	D	0.25%	1.21%	0.25%
OHI	C	0.82%	2.55%	0.82%
OUT	A	0.22%	1.5%	0.22%
PEB	D	0.12%	0.25%	0.12%
PK	B	0.25%	1.74%	0.25%
PSA	D	4.39%	2.59%	2.59%
SBRA	C	0.35%	3.64%	0.35%
SHO	C	0.17%	2.87%	0.17%
SILA	C	0.12%	1.26%	0.12%
VICI	C	2.73%	3.24%	2.73%
VTR	C	2.12%	1.0%	1.0%
XHR	B	0.12%	0.26%	0.12%

USRT Overweight 104 Positions Relative to AREA

Symbol	Grade	Weight
PLD	D	8.68%
EQIX	A	7.05%
WELL	A	6.79%
SPG	B	4.83%
DLR	B	4.8%
O	D	4.08%
AVB	B	2.69%
EQR	B	2.3%
ESS	B	1.6%
MAA	B	1.52%
ARE	D	1.51%
KIM	A	1.36%
SUI	D	1.28%
UDR	B	1.2%
REG	B	1.12%
AMH	D	1.05%
CPT	B	1.03%
BXP	D	1.02%
WPC	D	1.0%
FRT	B	0.77%
REXR	F	0.75%
BRX	A	0.72%
EGP	F	0.69%
NNN	D	0.63%
ADC	B	0.62%
VNO	B	0.59%
FR	C	0.57%
HR	C	0.55%
RHP	B	0.54%
STAG	F	0.54%
COLD	D	0.51%
TRNO	F	0.48%
KRG	B	0.48%
EPRT	B	0.47%
SLG	B	0.41%
CTRE	D	0.39%
IRT	A	0.39%
PECO	A	0.39%
KRC	C	0.38%
CUZ	B	0.38%
MAC	B	0.34%
LINE	F	0.32%
SKT	B	0.31%
APLE	B	0.29%
CDP	C	0.28%
BNL	D	0.27%
HIW	D	0.27%
IIPR	D	0.24%
UE	C	0.23%
LXP	D	0.22%
DEI	B	0.21%
AKR	B	0.21%
MPW	F	0.21%
FCPT	C	0.21%
CURB	D	0.19%
ROIC	A	0.18%
AHR	A	0.18%
IVT	B	0.17%
GTY	B	0.13%
ALEX	C	0.12%
ESRT	C	0.12%
ELME	D	0.12%
VRE	B	0.12%
GNL	F	0.12%
RLJ	C	0.12%
AAT	B	0.11%
PDM	D	0.1%
DEA	D	0.1%
NTST	D	0.1%
AIV	C	0.1%
UMH	C	0.1%
JBGS	D	0.1%
NXRT	B	0.09%
SAFE	D	0.09%
CSR	B	0.09%
BDN	C	0.07%
PGRE	F	0.07%
GOOD	B	0.06%
WSR	A	0.06%
AHH	D	0.06%
PLYM	F	0.06%
SITC	D	0.06%
CBL	A	0.05%
CTO	B	0.04%
CLDT	B	0.04%
SVC	F	0.04%
OLP	B	0.04%
NLOP	C	0.04%
PKST	D	0.04%
ALX	D	0.04%
HPP	F	0.04%
CHCT	C	0.04%
UHT	D	0.04%
GMRE	F	0.04%
FPI	B	0.04%
PSTL	D	0.03%
BFS	C	0.03%
NXDT	D	0.02%
CIO	D	0.02%
ONL	C	0.02%
PINE	C	0.02%
BRT	B	0.02%
BHR	B	0.02%
ILPT	D	0.02%

USRT Underweight 5 Positions Relative to AREA

Symbol	Grade	Weight
WY	D	-7.01%
AMT	D	-6.24%
SBAC	D	-6.1%
RYN	D	-3.56%
CCI	D	-0.71%