Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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7
Number of overlapping holdings
29.2%
% of DTCR's 25 holdings also in IDGT
25.9%
% of IDGT's 28 holdings also in DTCR
Overlap by Weight
Sector Drift (DTCR minus IDGT)
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 DTCR |
Weight in IDGT |
Overlap | |
|---|---|---|---|---|
 |
AMERICAN TOWER CORP-CL A | 10.5% | 9.9% | 9.9% |
|
EQUINIX INC | 11.2% | 9.3% | 9.3% |
|
DIGITAL REALTY TRUST INC | 8.7% | 10.5% | 8.7% |
|
CROWN CASTLE INTL CORP | 10.4% | 7.7% | 7.7% |
|
SBA COMMUNICATIONS CORP. CLASS A | 3.8% | 4.5% | 3.8% |
Position Highlights (Non-Overlapping Exposures)
DTCR Overweight Relative to IDGT
 |
NEXTDC LIMITED | 5.3% |
 |
CHINA TOWER CORP. LTD. CLASS H | 5.0% |
|
DIGITALBRIDGE GROUP, INC. CLASS A | 4.4% |
 |
KEPPEL DC REIT | 3.9% |
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | 3.8% |
|
NVIDIA CORP | 3.3% |
 |
PT SARANA MENARA NUSANTARA TBK | 3.0% |
|
CROWN CASTLE INTL CORP | 2.7% |
|
MICRON TECHNOLOGY INC | 2.5% |
|
ADVANCED MICRO DEVICES | 2.3% |
DTCR Underweight Relative to IDGT
|
ARISTA NETWORKS, INC. | -5.5% |
|
QUALCOMM INC | -5.4% |
|
MOTOROLA SOLUTIONS | -5.4% |
 |
NOKIA CORP-SPON ADR | -5.1% |
 |
ERICSSON (LM) TEL-SP ADR | -4.8% |
|
CISCO SYSTEMS INC | -4.7% |
|
NETAPP INC | -4.6% |
|
MARVELL TECHNOLOGY, INC. | -4.2% |
|
FASTLY, INC. CLASS A | -3.6% |
|
JUNIPER NETWORKS INC | -3.4% |