Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
36%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
REAI
21
HOLDINGS
29%
ALSO IN IDGT
IDGT
25
HOLDINGS
26%
ALSO IN REAI
SECTOR DRIFT (REAI minus IDGT)
OVERLAPPING HOLDINGS
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| Company | Weight in REAI |
Weight in IDGT |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 9.9% | 10.3% | 9.9% |
|
DIGITAL REALTY TRUST INC | 9.6% | 9.5% | 9.5% |
|
AMERICAN TOWER CORP-CL A | 5.4% | 8.9% | 5.4% |
|
CROWN CASTLE INTL CORP | 5.3% | 7.6% | 5.3% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.7% | 4.3% | 4.3% |
REAI Overweight Relative to IDGT
|
UNITI GROUP INC | 10.1% |
 |
DIGITAL CORE REIT | 9.6% |
|
STAG INDUSTRIAL INC | 5.0% |
|
PROLOGIS INC | 4.9% |
|
FIRST INDUSTRIAL REALTY TR | 4.9% |
|
IRON MOUNTAIN INC | 4.9% |
|
REXFORD INDUSTRIAL REALTY IN | 4.8% |
|
KEPPEL DC REIT | 4.8% |
 |
IRIS ENERGY LTD. | 2.6% |
 |
NEBIUS GROUP NV | 2.3% |
REAI Underweight Relative to IDGT
|
FASTLY, INC. CLASS A | -8.2% |
 |
NOKIA CORP-SPON ADR | -4.6% |
|
QUALCOMM INC | -4.5% |
|
COMMSCOPE HOLDING CO INC | -4.5% |
|
CALIX INC | -4.4% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -4.4% |
|
MOTOROLA SOLUTIONS | -3.5% |
|
AMERICAN TOWER CORP-CL A | -3.5% |
|
A10 NETWORKS INC | -3.0% |
|
CISCO SYSTEMS INC | -2.4% |