Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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6
Number of overlapping holdings
22.2%
% of IDGT's 28 holdings also in DTRE
20.0%
% of DTRE's 35 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 | |
|---|---|---|---|---|
 |
CROWN CASTLE INTL CORP | 7.6% | 6.9% | 6.9% |
|
EQUINIX INC | 9.5% | 6.8% | 6.8% |
|
AMERICAN TOWER CORP-CL A | 9.5% | 6.7% | 6.7% |
|
DIGITAL REALTY TRUST INC | 10.5% | 6.7% | 6.7% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.7% | 6.7% | 4.7% |
Position Highlights (Non-Overlapping Exposures)
IDGT Overweight Relative to DTRE
|
FASTLY, INC. CLASS A | 5.3% |
|
MOTOROLA SOLUTIONS | 5.2% |
|
CISCO SYSTEMS INC | 4.9% |
 |
NOKIA CORP-SPON ADR | 4.9% |
|
QUALCOMM INC | 4.8% |
 |
ERICSSON (LM) TEL-SP ADR | 4.7% |
|
ARISTA NETWORKS, INC. | 4.5% |
|
NETAPP INC | 4.3% |
|
MARVELL TECHNOLOGY, INC. | 3.9% |
|
DIGITAL REALTY TRUST INC | 3.8% |
IDGT Underweight Relative to DTRE
|
PROLOGIS INC | -6.0% |
 |
SEGRO PLC | -4.4% |
|
STAG INDUSTRIAL INC | -4.2% |
|
AMERICOLD REALTY TRUST | -4.2% |
|
DIGITALBRIDGE GROUP, INC. CLASS A | -4.2% |
|
EASTGROUP PROPERTIES INC | -4.2% |
|
REXFORD INDUSTRIAL REALTY IN | -4.1% |
|
TERRENO REALTY CORP | -4.0% |
|
FIRST INDUSTRIAL REALTY TR | -4.0% |
 |
DAIWA HOUSE RESIDENTIAL INV | -3.5% |