Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
IDGT
25
HOLDINGS
22%
ALSO IN NRSH
NRSH
30
HOLDINGS
17%
ALSO IN IDGT
SECTOR DRIFT (IDGT minus NRSH)
OVERLAPPING HOLDINGS
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| Company | Weight in IDGT |
Weight in NRSH |
Overlap | |
|---|---|---|---|---|
 |
CIENA CORP | 5.4% | 4.2% | 4.2% |
|
NETAPP INC | 5.4% | 3.9% | 3.9% |
|
EXTREME NETWORKS INC | 5.0% | 3.6% | 3.6% |
|
CROWN CASTLE INTL CORP | 5.8% | 3.4% | 3.4% |
|
COMMSCOPE HOLDING CO INC | 2.3% | 3.1% | 2.3% |
IDGT Overweight Relative to NRSH
|
AMERICAN TOWER CORP-CL A | 9.2% |
|
FASTLY, INC. CLASS A | 9.0% |
|
EQUINIX INC | 8.8% |
|
SBA COMMUNICATIONS CORP. CLASS A | 7.2% |
|
ARISTA NETWORKS, INC. | 4.8% |
|
SUPER MICRO COMPUTER, INC. | 4.7% |
 |
NOKIA CORP-SPON ADR | 4.2% |
|
CISCO SYSTEMS INC | 4.2% |
|
DIGITAL REALTY TRUST INC | 4.2% |
|
COREWEAVE INC-CL A | 3.9% |
IDGT Underweight Relative to NRSH
|
TENABLE HOLDINGS, INC. | -4.5% |
|
QUALYS INC | -4.4% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -4.4% |
|
QUANTA SERVICES INC | -3.6% |
 |
PROMOTORA Y OPERADORA DE INF | -3.5% |
 |
MULLEN GROUP LTD | -3.5% |
|
LAM RESEARCH CORP | -3.5% |
|
MICRON TECHNOLOGY INC | -3.5% |
|
LINCOLN ELECTRIC HOLDINGS | -3.4% |
|
ON SEMICONDUCTOR CORPORATION | -3.3% |