HLRRX ETF

$9.44

Screen 3,400+ ETFsFind similar ETFs with lower fees

AUM$22M

TER2.57%

Holdings26

HLRRX ETF

$9.44

LDR High Income Realty Fund Institutional Class

AUM$22M

TER2.57%

Holdings26

Screen 3,400+ ETFsFind similar ETFs with lower fees

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Holdings Overlap Analysis

Compare HLRRX holdings with another ETF to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a ETF symbol above to see how many holdings HLRRX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

HLRRX ETF Overlap Analysis

HLRRX overlap analysis compares holdings with other ETFs to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

HLRRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, HLRRX may share significant positions with broad-market funds.

HLRRX overlap tool lets you enter any other ETF ticker and see the exact overlap percentage and shared holdings. HLRRX tax-loss harvesting finds highly correlated but non-identical funds.