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
30%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
SRVR
21
HOLDINGS
29%
ALSO IN DTRE
DTRE
32
HOLDINGS
22%
ALSO IN SRVR
SECTOR DRIFT (SRVR minus DTRE)
OVERLAPPING HOLDINGS
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| Company | Weight in SRVR |
Weight in DTRE |
Overlap | |
|---|---|---|---|---|
 |
AMERICAN TOWER CORP-CL A | 14.9% | 6.4% | 6.4% |
|
EQUINIX INC | 15.3% | 6.1% | 6.1% |
|
DIGITAL REALTY TRUST INC | 14.2% | 5.8% | 5.8% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.6% | 6.7% | 4.6% |
|
CROWN CASTLE INTL CORP | 4.6% | 6.2% | 4.6% |
SRVR Overweight Relative to DTRE
|
EQUINIX INC | 9.2% |
|
AMERICAN TOWER CORP-CL A | 8.5% |
|
DIGITAL REALTY TRUST INC | 8.5% |
 |
CHINA TOWER CORP. LTD. CLASS H | 5.2% |
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | 4.6% |
|
IRON MOUNTAIN INC | 4.2% |
 |
CELLNEX TELECOM S.A. | 4.1% |
 |
NEXTDC LIMITED | 3.8% |
 |
INFRASTRUTTURE WIRELESS ITALIANE S.P | 3.6% |
 |
SES | 3.3% |
SRVR Underweight Relative to DTRE
|
PROLOGIS INC | -7.5% |
|
FIRST INDUSTRIAL REALTY TR | -5.0% |
|
LEXINGTON REALTY TRUST | -4.9% |
|
REXFORD INDUSTRIAL REALTY IN | -4.8% |
|
EASTGROUP PROPERTIES INC | -4.8% |
|
TERRENO REALTY CORP | -4.7% |
|
STAG INDUSTRIAL INC | -4.6% |
|
AMERICOLD REALTY TRUST | -4.2% |
 |
SEGRO PLC | -3.6% |
|
PLYMOUTH INDUSTRIAL REIT, INC. | -2.9% |