Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
47%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
REAI
21
HOLDINGS
48%
ALSO IN SRVR
SRVR
21
HOLDINGS
48%
ALSO IN REAI
SECTOR DRIFT (REAI minus SRVR)
OVERLAPPING HOLDINGS
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| Company | Weight in REAI |
Weight in SRVR |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 9.4% | 15.4% | 9.4% |
|
DIGITAL REALTY TRUST INC | 9.4% | 14.9% | 9.4% |
|
AMERICAN TOWER CORP-CL A | 5.7% | 15.0% | 5.7% |
 |
KEPPEL DC REIT | 4.8% | 4.9% | 4.8% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.8% | 4.7% | 4.7% |
REAI Overweight Relative to SRVR
|
DIGITAL CORE REIT | 9.4% |
|
UNITI GROUP INC | 9.0% |
|
STAG INDUSTRIAL INC | 5.2% |
|
PROLOGIS INC | 5.2% |
|
FIRST INDUSTRIAL REALTY TR | 5.1% |
|
REXFORD INDUSTRIAL REALTY IN | 5.0% |
 |
IRIS ENERGY LTD. | 2.1% |
 |
NEBIUS GROUP NV | 2.0% |
|
VERTIV HOLDINGS CO. CLASS A | 1.9% |
|
NEXTRACKER, INC. CLASS A | 1.9% |
REAI Underweight Relative to SRVR
|
AMERICAN TOWER CORP-CL A | -9.3% |
|
EQUINIX INC | -6.1% |
|
DIGITAL REALTY TRUST INC | -5.5% |
 |
CHINA TOWER CORP. LTD. CLASS H | -5.2% |
 |
CELLNEX TELECOM S.A. | -4.1% |
|
NEXTDC LIMITED | -3.7% |
 |
INFRASTRUTTURE WIRELESS ITALIANE S.P | -3.7% |
 |
SES | -3.4% |
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | -2.4% |
 |
HELIOS TOWERS PLC | -2.2% |