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
OVERLAP
30%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
REAI
20
HOLDINGS
25%
ALSO IN IDGT
IDGT
25
HOLDINGS
22%
ALSO IN REAI
SECTOR DRIFT (REAI minus IDGT)
OVERLAPPING HOLDINGS
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| Company | Weight in REAI |
Weight in IDGT |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 10.2% | 8.8% | 8.8% |
|
DIGITAL REALTY TRUST INC | 9.5% | 8.3% | 8.3% |
|
AMERICAN TOWER CORP-CL A | 4.6% | 8.0% | 4.6% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.2% | 5.0% | 4.2% |
|
CROWN CASTLE INTL CORP | 4.1% | 5.5% | 4.1% |
REAI Overweight Relative to IDGT
 |
DIGITAL CORE REIT | 7.8% |
|
IRON MOUNTAIN INC | 5.8% |
|
PUBLIC STORAGE | 4.6% |
|
PROLOGIS INC | 4.4% |
|
FIRST INDUSTRIAL REALTY TR | 4.3% |
|
KEPPEL DC REIT | 4.3% |
|
STAG INDUSTRIAL INC | 4.3% |
 |
SEGRO PLC | 3.9% |
|
INNOVATIVE INDUSTRIAL PROPERTIES INC | 3.9% |
|
REXFORD INDUSTRIAL REALTY IN | 3.1% |
REAI Underweight Relative to IDGT
|
QUALCOMM INC | -5.1% |
|
COREWEAVE INC-CL A | -5.0% |
|
EXTREME NETWORKS INC | -4.4% |
|
ARISTA NETWORKS, INC. | -4.4% |
|
CISCO SYSTEMS INC | -4.2% |
|
FASTLY, INC. CLASS A | -4.2% |
|
COMMSCOPE HOLDING CO INC | -4.2% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -3.9% |
 |
NOKIA CORP-SPON ADR | -3.8% |
|
CIENA CORP | -3.5% |