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
9
Number of overlapping holdings
36.0%
% of IDGT's 26 holdings also in IDAT
18.8%
% of IDAT's 50 holdings also in IDGT
Overlap by Weight
Sector Drift (IDGT minus IDAT)
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 IDAT |
Overlap | |
|---|---|---|---|---|
 |
AMERICAN TOWER CORP-CL A | 10.9% | 3.4% | 3.4% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.3% | 3.2% | 3.2% |
|
CROWN CASTLE INTL CORP | 10.4% | 3.2% | 3.2% |
|
QUALCOMM INC | 2.8% | 2.6% | 2.6% |
|
SUPER MICRO COMPUTER, INC. | 2.7% | 2.5% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
IDGT Overweight Relative to IDAT
|
DIGITAL REALTY TRUST INC | 10.4% |
|
EQUINIX INC | 9.7% |
|
AMERICAN TOWER CORP-CL A | 7.5% |
|
CROWN CASTLE INTL CORP | 7.2% |
 |
ERICSSON (LM) TEL-SP ADR | 4.8% |
|
UNITI GROUP INC | 4.4% |
|
CISCO SYSTEMS INC | 4.4% |
|
FASTLY, INC. CLASS A | 4.2% |
 |
NOKIA CORP-SPON ADR | 4.1% |
|
MOTOROLA SOLUTIONS | 3.4% |
IDGT Underweight Relative to IDAT
|
NOKIA OYJ | -3.5% |
 |
CELLNEX TELECOM S.A. | -3.4% |
 |
MEDIATEK INC | -3.0% |
|
LM ERICSSON TELEFON AB CLASS B | -3.0% |
|
NUTANIX, INC. CLASS A | -2.9% |
|
INTEL CORP | -2.8% |
|
BROADCOM INC. | -2.8% |
 |
MURATA MANUFACTURING CO LTD | -2.7% |
|
CORNING INC | -2.7% |
 |
INFINEON TECHNOLOGIES AG | -2.6% |