Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
66%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
DTCR
25
HOLDINGS
48%
ALSO IN SRVR
SRVR
20
HOLDINGS
60%
ALSO IN DTCR
SECTOR DRIFT (DTCR minus SRVR)
OVERLAPPING HOLDINGS
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| Company | Weight in DTCR |
Weight in SRVR |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 12.4% | 13.2% | 12.4% |
|
DIGITAL REALTY TRUST INC | 11.7% | 14.3% | 11.7% |
|
AMERICAN TOWER CORP-CL A | 11.6% | 14.8% | 11.6% |
|
CROWN CASTLE INTL CORP | 9.1% | 4.7% | 4.7% |
 |
NEXTDC LIMITED | 4.6% | 4.6% | 4.6% |
DTCR Overweight Relative to SRVR
|
APPLIED BLOCKCHAIN INC | 5.4% |
|
CROWN CASTLE INTL CORP | 4.4% |
|
ADVANCED MICRO DEVICES | 2.1% |
|
INTEL CORP | 2.1% |
|
NVIDIA CORP | 2.1% |
|
BROADCOM INC. | 2.1% |
|
MARVELL TECHNOLOGY, INC. | 2.0% |
|
MICRON TECHNOLOGY INC | 1.9% |
 |
WINBOND ELECTRONICS CORP | 1.9% |
|
MICROCHIP TECHNOLOGY INC | 1.9% |
DTCR Underweight Relative to SRVR
 |
INFRASTRUTTURE WIRELESS ITALIANE S.P | -4.7% |
 |
CELLNEX TELECOM S.A. | -4.3% |
|
IRON MOUNTAIN INC | -4.1% |
 |
SES | -3.9% |
|
IRIDIUM COMMUNICATIONS INC. | -3.5% |
|
AMERICAN TOWER CORP-CL A | -3.2% |
|
DIGITALBRIDGE GROUP, INC. CLASS A | -2.9% |
|
DIGITAL REALTY TRUST INC | -2.7% |
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | -1.3% |
 |
CHINA TOWER CORP. LTD. CLASS H | -1.0% |