Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
31%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
REAI
19
HOLDINGS
26%
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 | |
|---|---|---|---|---|
 |
DIGITAL REALTY TRUST INC | 9.8% | 9.5% | 9.5% |
|
EQUINIX INC | 9.5% | 8.5% | 8.5% |
|
AMERICAN TOWER CORP-CL A | 4.7% | 8.3% | 4.7% |
|
CROWN CASTLE INTL CORP | 4.7% | 9.3% | 4.7% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.8% | 3.6% | 3.6% |
REAI Overweight Relative to IDGT
|
UNITI GROUP INC | 10.8% |
|
IRON MOUNTAIN INC | 5.2% |
|
REXFORD INDUSTRIAL REALTY IN | 5.1% |
|
PROLOGIS INC | 5.0% |
|
FIRST INDUSTRIAL REALTY TR | 4.9% |
|
STAG INDUSTRIAL INC | 4.8% |
|
INDUSTRIAL LOGISTICS PROPERTIES TRUS | 2.1% |
|
INNOVATIVE INDUSTRIAL PROPERTIES INC | 2.0% |
|
APOLLO COMMERCIAL REAL ESTAT | 2.0% |
|
CAPITAL TRUST-CL A | 1.9% |
REAI Underweight Relative to IDGT
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -7.0% |
|
ARISTA NETWORKS, INC. | -6.4% |
|
MOTOROLA SOLUTIONS | -4.8% |
|
FASTLY, INC. CLASS A | -4.7% |
|
CROWN CASTLE INTL CORP | -4.6% |
|
CISCO SYSTEMS INC | -4.5% |
|
MARVELL TECHNOLOGY, INC. | -4.3% |
 |
ERICSSON (LM) TEL-SP ADR | -4.1% |
|
NETAPP INC | -4.0% |
 |
NOKIA CORP-SPON ADR | -3.7% |