Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
35%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
DTRE
31
HOLDINGS
23%
ALSO IN SRVR
SRVR
60
HOLDINGS
10%
ALSO IN DTRE
SECTOR DRIFT (DTRE minus SRVR)
OVERLAPPING HOLDINGS
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| Company | Weight in DTRE |
Weight in SRVR |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 8.6% | 15.4% | 8.6% |
|
DIGITAL REALTY TRUST INC | 8.1% | 15.3% | 8.1% |
|
AMERICAN TOWER CORP-CL A | 6.9% | 14.1% | 6.9% |
|
SBA COMMUNICATIONS CORP. CLASS A | 8.1% | 5.2% | 5.2% |
|
CROWN CASTLE INTL CORP | 6.7% | 4.3% | 4.3% |
DTRE Overweight Relative to SRVR
|
PROLOGIS INC | 7.0% |
|
TERRENO REALTY CORP | 4.4% |
|
EASTGROUP PROPERTIES INC | 4.2% |
|
FIRST INDUSTRIAL REALTY TR | 4.1% |
|
STAG INDUSTRIAL INC | 4.0% |
|
LEXINGTON REALTY TRUST | 3.9% |
 |
SEGRO PLC | 3.8% |
|
AMERICOLD REALTY TRUST | 3.7% |
|
REXFORD INDUSTRIAL REALTY IN | 3.4% |
|
SBA COMMUNICATIONS CORP. CLASS A | 2.9% |
DTRE Underweight Relative to SRVR
|
AMERICAN TOWER CORP-CL A | -7.2% |
|
DIGITAL REALTY TRUST INC | -7.2% |
|
EQUINIX INC | -6.8% |
 |
CELLNEX TELECOM S.A. | -4.6% |
|
IRON MOUNTAIN INC | -4.5% |
 |
CHINA TOWER CORP. LTD. CLASS H | -2.5% |
 |
NEXTDC LIMITED | -2.2% |
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | -2.2% |
 |
HYUNDAI ENGINEERING & CONST | -1.5% |
|
IRIDIUM COMMUNICATIONS INC. | -1.2% |