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
53%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
SRVR
60
HOLDINGS
20%
ALSO IN DTCR
DTCR
25
HOLDINGS
48%
ALSO IN SRVR
SECTOR DRIFT (SRVR minus DTCR)
OVERLAPPING HOLDINGS
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| Company | Weight in SRVR |
Weight in DTCR |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 15.3% | 12.7% | 12.7% |
|
DIGITAL REALTY TRUST INC | 15.1% | 11.6% | 11.6% |
|
AMERICAN TOWER CORP-CL A | 13.3% | 9.4% | 9.4% |
|
CROWN CASTLE INTL CORP | 4.3% | 7.3% | 4.3% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.8% | 4.1% | 4.1% |
SRVR Overweight Relative to DTCR
|
IRON MOUNTAIN INC | 5.0% |
 |
CELLNEX TELECOM S.A. | 4.1% |
|
AMERICAN TOWER CORP-CL A | 3.8% |
|
DIGITAL REALTY TRUST INC | 3.4% |
|
EQUINIX INC | 2.6% |
|
IRIDIUM COMMUNICATIONS INC. | 1.4% |
 |
HYUNDAI ENGINEERING & CONST | 1.3% |
|
VERTIV HOLDINGS CO. CLASS A | 1.3% |
|
KEPCO ENGINEERING & CONSTRUC | 1.2% |
 |
SES | 1.2% |
SRVR Underweight Relative to DTCR
|
APPLIED BLOCKCHAIN INC | -4.1% |
|
INTEL CORP | -4.1% |
|
HYNIX SEMICONDUCTOR INC | -3.6% |
|
MICRON TECHNOLOGY INC | -3.5% |
|
MARVELL TECHNOLOGY, INC. | -3.3% |
|
ADVANCED MICRO DEVICES | -3.2% |
|
CROWN CASTLE INTL CORP | -3.0% |
 |
NEXTDC LIMITED | -2.5% |
|
UNITI GROUP INC | -2.4% |
 |
KEPPEL DC REIT | -2.4% |