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 SRVR
27.3%
% of SRVR's 22 holdings also in IDGT
Overlap by Weight
Sector Drift (IDGT minus SRVR)
Overlapping Holdings
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| Company | Weight in IDGT |
Weight in SRVR |
Overlap | |
|---|---|---|---|---|
 |
AMERICAN TOWER CORP-CL A | 9.5% | 14.2% | 9.5% |
|
EQUINIX INC | 9.5% | 14.1% | 9.5% |
|
CROWN CASTLE INTL CORP | 7.6% | 14.5% | 7.6% |
|
DIGITAL REALTY TRUST INC | 10.5% | 4.7% | 4.7% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.7% | 4.5% | 4.5% |
Position Highlights (Non-Overlapping Exposures)
IDGT Overweight Relative to SRVR
|
DIGITAL REALTY TRUST INC | 5.8% |
|
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% |
IDGT Underweight Relative to SRVR
|
CROWN CASTLE INTL CORP | -6.8% |
 |
INFRASTRUTTURE WIRELESS ITALIANE S.P | -4.8% |
|
IRON MOUNTAIN INC | -4.8% |
|
AMERICAN TOWER CORP-CL A | -4.7% |
|
EQUINIX INC | -4.7% |
 |
CHINA TOWER CORP. LTD. CLASS H | -4.6% |
|
IRIDIUM COMMUNICATIONS INC. | -4.6% |
 |
NEXTDC LIMITED | -4.5% |
 |
CELLNEX TELECOM S.A. | -4.4% |
|
DIGITALBRIDGE GROUP, INC. CLASS A | -4.3% |