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
38%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
REAI
19
HOLDINGS
37%
ALSO IN SRVR
SRVR
20
HOLDINGS
35%
ALSO IN REAI
SECTOR DRIFT (REAI minus SRVR)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in REAI |
Weight in SRVR |
Overlap | |
|---|---|---|---|---|
 |
DIGITAL REALTY TRUST INC | 9.8% | 14.9% | 9.8% |
|
EQUINIX INC | 9.5% | 13.2% | 9.5% |
|
AMERICAN TOWER CORP-CL A | 4.7% | 13.6% | 4.7% |
|
CROWN CASTLE INTL CORP | 4.7% | 4.3% | 4.3% |
|
IRON MOUNTAIN INC | 5.2% | 4.3% | 4.3% |
REAI Overweight Relative to SRVR
|
UNITI GROUP INC | 9.3% |
|
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% |
|
KKR REAL ESTATE FINANCE TRUST INC. | 1.9% |
REAI Underweight Relative to SRVR
|
AMERICAN TOWER CORP-CL A | -8.9% |
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | -6.1% |
 |
NEXTDC LIMITED | -5.8% |
|
DIGITAL REALTY TRUST INC | -5.0% |
 |
KEPPEL DC REIT | -4.7% |
 |
INFRASTRUTTURE WIRELESS ITALIANE S.P | -4.6% |
 |
CHINA TOWER CORP. LTD. CLASS H | -4.5% |
 |
CELLNEX TELECOM S.A. | -4.2% |
 |
SES | -3.9% |
|
EQUINIX INC | -3.7% |