Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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5
Number of overlapping holdings
16.7%
% of ICF's 30 holdings also in SRVR
22.7%
% of SRVR's 22 holdings also in ICF
Overlap by Weight
Sector Drift (ICF minus SRVR)
Overlapping Holdings
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| Company | Weight in ICF |
Weight in SRVR |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 7.6% | 14.1% | 7.6% |
|
AMERICAN TOWER CORP-CL A | 7.6% | 14.2% | 7.6% |
|
CROWN CASTLE INTL CORP | 5.6% | 14.5% | 5.6% |
|
DIGITAL REALTY TRUST INC | 5.6% | 4.7% | 4.7% |
|
SBA COMMUNICATIONS CORP. CLASS A | 2.9% | 4.5% | 2.9% |
Position Highlights (Non-Overlapping Exposures)
ICF Overweight Relative to SRVR
|
PROLOGIS INC | 6.8% |
|
WELLTOWER, INC. | 6.8% |
|
SIMON PROPERTY GROUP INC | 6.2% |
|
REALTY INCOME CORP | 5.9% |
|
PUBLIC STORAGE | 5.6% |
|
VICI PROPERTIES INC | 3.9% |
|
EXTRA SPACE STORAGE INC | 3.8% |
|
AVALONBAY COMMUNITIES INC | 3.5% |
|
EQUITY RESIDENTIAL | 2.9% |
|
INVITATION HOMES, INC. | 2.6% |
ICF Underweight Relative to SRVR
|
CROWN CASTLE INTL CORP | -8.9% |
|
AMERICAN TOWER CORP-CL A | -6.6% |
|
EQUINIX INC | -6.5% |
 |
INFRASTRUTTURE WIRELESS ITALIANE S.P | -4.8% |
|
IRON MOUNTAIN INC | -4.8% |
 |
CHINA TOWER CORP. LTD. CLASS H | -4.6% |
|
IRIDIUM COMMUNICATIONS INC. | -4.6% |
 |
NEXTDC LIMITED | -4.5% |
 |
CELLNEX TELECOM S.A. | -4.4% |
|
DIGITALBRIDGE GROUP, INC. CLASS A | -4.3% |