Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
32%
OVERLAP
BY WEIGHT
32
# OF OVERLAPPING
HOLDINGS
DFGR
436
HOLDINGS
10%
ALSO IN WTRE
WTRE
63
HOLDINGS
56%
ALSO IN DFGR
SECTOR DRIFT (DFGR minus WTRE)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in DFGR |
Weight in WTRE |
Overlap | |
|---|---|---|---|---|
 |
PROLOGIS INC | 6.6% | 5.5% | 5.5% |
|
EQUINIX INC | 5.4% | 5.7% | 5.4% |
|
AMERICAN TOWER CORP-CL A | 4.4% | 5.1% | 4.4% |
|
DIGITAL REALTY TRUST INC | 3.5% | 5.4% | 3.5% |
 |
GOODMAN GROUP | 2.3% | 4.7% | 2.3% |
DFGR Overweight Relative to WTRE
|
WELLTOWER, INC. | 8.7% |
|
SIMON PROPERTY GROUP INC | 3.4% |
|
REALTY INCOME CORP | 2.7% |
|
PUBLIC STORAGE | 2.6% |
|
EQUITY RESIDENTIAL | 2.4% |
|
VENTAS INC | 2.2% |
|
EXTRA SPACE STORAGE INC | 1.5% |
|
VICI PROPERTIES INC | 1.3% |
|
PROLOGIS INC | 1.0% |
|
ESSEX PROPERTY TRUST INC | 0.9% |
DFGR Underweight Relative to WTRE
 |
NEBIUS GROUP NV | -4.7% |
|
AST SPACEMOBILE, INC. CLASS A | -3.3% |
 |
CELLNEX TELECOM S.A. | -3.1% |
|
COREWEAVE INC-CL A | -2.6% |
|
GOODMAN GROUP | -2.4% |
|
SBA COMMUNICATIONS CORP. CLASS A | -2.2% |
 |
SEGRO PLC | -2.2% |
|
CROWN CASTLE INTL CORP | -2.1% |
|
IRON MOUNTAIN INC | -2.1% |
|
GLOBALSTAR INC | -2.1% |