Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
37%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
IDGT
25
HOLDINGS
22%
ALSO IN SRVR
SRVR
60
HOLDINGS
8%
ALSO IN IDGT
SECTOR DRIFT (IDGT minus SRVR)
OVERLAPPING HOLDINGS
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| Company | Weight in IDGT |
Weight in SRVR |
Overlap | |
|---|---|---|---|---|
 |
AMERICAN TOWER CORP-CL A | 11.1% | 17.5% | 11.1% |
|
EQUINIX INC | 10.2% | 16.1% | 10.2% |
|
CROWN CASTLE INTL CORP | 7.6% | 5.8% | 5.8% |
|
SBA COMMUNICATIONS CORP. CLASS A | 8.8% | 5.1% | 5.1% |
|
DIGITAL REALTY TRUST INC | 4.7% | 15.3% | 4.7% |
IDGT Overweight Relative to SRVR
|
EXTREME NETWORKS INC | 5.8% |
|
FASTLY, INC. CLASS A | 5.7% |
|
NETAPP INC | 4.5% |
|
ARISTA NETWORKS, INC. | 4.5% |
|
QUALCOMM INC | 4.1% |
|
CISCO SYSTEMS INC | 3.9% |
|
SUPER MICRO COMPUTER, INC. | 3.8% |
|
SBA COMMUNICATIONS CORP. CLASS A | 3.7% |
 |
NOKIA CORP-SPON ADR | 3.7% |
|
CIENA CORP | 3.4% |
IDGT Underweight Relative to SRVR
|
DIGITAL REALTY TRUST INC | -10.5% |
|
AMERICAN TOWER CORP-CL A | -6.4% |
|
EQUINIX INC | -6.0% |
 |
CELLNEX TELECOM S.A. | -5.2% |
|
IRON MOUNTAIN INC | -4.6% |
 |
NEXTDC LIMITED | -2.6% |
 |
CHINA TOWER CORP. LTD. CLASS H | -2.5% |
|
IRIDIUM COMMUNICATIONS INC. | -1.9% |
 |
KEPPEL DC REIT | -1.5% |
 |
HELIOS TOWERS PLC | -1.2% |