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
8
Number of overlapping holdings
36.4%
% of SRVR's 22 holdings also in DTRE
26.7%
% of DTRE's 35 holdings also in SRVR
Overlap by Weight
Sector Drift (SRVR minus DTRE)
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 SRVR |
Weight in DTRE |
Overlap | |
|---|---|---|---|---|
 |
CROWN CASTLE INTL CORP | 14.5% | 6.9% | 6.9% |
|
EQUINIX INC | 14.1% | 6.8% | 6.8% |
|
AMERICAN TOWER CORP-CL A | 14.2% | 6.7% | 6.7% |
|
DIGITAL REALTY TRUST INC | 4.7% | 6.7% | 4.7% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.5% | 6.7% | 4.5% |
Position Highlights (Non-Overlapping Exposures)
SRVR Overweight Relative to DTRE
|
CROWN CASTLE INTL CORP | 7.6% |
|
AMERICAN TOWER CORP-CL A | 7.5% |
|
EQUINIX INC | 7.3% |
 |
INFRASTRUTTURE WIRELESS ITALIANE S.P | 4.8% |
|
IRON MOUNTAIN INC | 4.8% |
 |
CHINA TOWER CORP. LTD. CLASS H | 4.6% |
|
IRIDIUM COMMUNICATIONS INC. | 4.6% |
 |
NEXTDC LIMITED | 4.5% |
 |
CELLNEX TELECOM S.A. | 4.4% |
 |
SES | 3.3% |
SRVR Underweight Relative to DTRE
|
PROLOGIS INC | -6.0% |
 |
SEGRO PLC | -4.4% |
|
STAG INDUSTRIAL INC | -4.2% |
|
AMERICOLD REALTY TRUST | -4.2% |
|
EASTGROUP PROPERTIES INC | -4.2% |
|
REXFORD INDUSTRIAL REALTY IN | -4.1% |
|
TERRENO REALTY CORP | -4.0% |
|
FIRST INDUSTRIAL REALTY TR | -4.0% |
 |
DAIWA HOUSE RESIDENTIAL INV | -3.5% |
|
LEXINGTON REALTY TRUST | -3.0% |