Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

10
Number of overlapping holdings
33.3%
% of ICF's 30 holdings also in WTRE
20.8%
% of WTRE's 50 holdings also in ICF
Overlap by Weight
Sector Drift (ICF minus WTRE)
Overlapping Holdings
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Company | Weight in ICF |
Weight in WTRE |
Overlap | |
---|---|---|---|---|
PROLOGIS INC | 8.0% | 8.4% | 8.0% | |
EQUINIX INC | 8.6% | 4.5% | 4.5% | |
SBA COMMUNICATIONS CORP. CLASS A | 3.9% | 5.1% | 3.9% | |
DIGITAL REALTY TRUST INC | 4.1% | 3.4% | 3.4% | |
AMERICAN TOWER CORP-CL A | 8.3% | 3.3% | 3.3% |
Position Highlights (Non-Overlapping Exposures)
ICF Overweight Relative to WTRE
PUBLIC STORAGE | 6.5% | |
REALTY INCOME CORP | 5.4% | |
AMERICAN TOWER CORP-CL A | 5.0% | |
SIMON PROPERTY GROUP INC | 4.8% | |
CROWN CASTLE INTL CORP | 4.7% | |
WELLTOWER, INC. | 4.5% | |
VICI PROPERTIES INC | 4.2% | |
EQUINIX INC | 4.1% | |
AVALONBAY COMMUNITIES INC | 3.2% | |
EXTRA SPACE STORAGE INC | 3.0% |
ICF Underweight Relative to WTRE
CHINA TOWER CORP. LTD. CLASS H | -7.5% | |
IRON MOUNTAIN INC | -6.0% | |
GOODMAN GROUP | -4.1% | |
AIRBNB, INC. CLASS A | -3.8% | |
AMERICOLD REALTY TRUST | -3.4% | |
CELLNEX TELECOM S.A. | -3.1% | |
REXFORD INDUSTRIAL REALTY IN | -3.0% | |
EASTGROUP PROPERTIES INC | -2.2% | |
ASCENDAS REAL ESTATE INV TRT | -2.1% | |
TERRENO REALTY CORP | -2.1% |