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
6
Number of overlapping holdings
24.0%
% of IDGT's 26 holdings also in DTRE
20.7%
% of DTRE's 38 holdings also in IDGT
Overlap by Weight
Sector Drift (IDGT minus DTRE)
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 IDGT |
Weight in DTRE |
Overlap | |
|---|---|---|---|---|
 |
DIGITAL REALTY TRUST INC | 10.5% | 7.0% | 7.0% |
|
EQUINIX INC | 9.9% | 6.9% | 6.9% |
|
CROWN CASTLE INTL CORP | 9.9% | 6.8% | 6.8% |
|
AMERICAN TOWER CORP-CL A | 10.1% | 6.5% | 6.5% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.2% | 6.9% | 4.2% |
Position Highlights (Non-Overlapping Exposures)
IDGT Overweight Relative to DTRE
|
ARISTA NETWORKS, INC. | 5.0% |
 |
ERICSSON (LM) TEL-SP ADR | 4.5% |
|
CISCO SYSTEMS INC | 4.3% |
|
FASTLY, INC. CLASS A | 4.2% |
|
JUNIPER NETWORKS INC | 4.1% |
 |
NOKIA CORP-SPON ADR | 3.7% |
|
AMERICAN TOWER CORP-CL A | 3.6% |
|
DIGITAL REALTY TRUST INC | 3.6% |
|
CALIX INC | 3.5% |
|
CROWN CASTLE INTL CORP | 3.2% |
IDGT Underweight Relative to DTRE
|
PROLOGIS INC | -6.7% |
 |
SEGRO PLC | -4.4% |
|
EASTGROUP PROPERTIES INC | -4.3% |
|
FIRST INDUSTRIAL REALTY TR | -4.3% |
|
STAG INDUSTRIAL INC | -4.3% |
|
REXFORD INDUSTRIAL REALTY IN | -4.2% |
|
TERRENO REALTY CORP | -4.1% |
|
AMERICOLD REALTY TRUST | -4.0% |
|
LEXINGTON REALTY TRUST | -3.0% |
 |
MAPLETREE LOGISTICS TRUST | -3.0% |