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
39%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
SRVR
20
HOLDINGS
30%
ALSO IN IDGT
IDGT
25
HOLDINGS
25%
ALSO IN SRVR
SECTOR DRIFT (SRVR minus IDGT)
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 IDGT |
Overlap | |
|---|---|---|---|---|
 |
AMERICAN TOWER CORP-CL A | 15.1% | 9.9% | 9.9% |
|
DIGITAL REALTY TRUST INC | 14.3% | 9.8% | 9.8% |
|
EQUINIX INC | 12.5% | 8.6% | 8.6% |
|
CROWN CASTLE INTL CORP | 4.6% | 10.5% | 4.6% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.5% | 4.3% | 4.3% |
SRVR Overweight Relative to IDGT
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | 5.3% |
|
AMERICAN TOWER CORP-CL A | 5.2% |
 |
INFRASTRUTTURE WIRELESS ITALIANE S.P | 4.6% |
|
DIGITAL REALTY TRUST INC | 4.5% |
 |
CELLNEX TELECOM S.A. | 4.4% |
 |
NEXTDC LIMITED | 4.4% |
|
IRIDIUM COMMUNICATIONS INC. | 4.3% |
 |
CHINA TOWER CORP. LTD. CLASS H | 4.3% |
|
IRON MOUNTAIN INC | 4.3% |
 |
KEPPEL DC REIT | 4.3% |
SRVR Underweight Relative to IDGT
|
CROWN CASTLE INTL CORP | -5.9% |
|
ARISTA NETWORKS, INC. | -5.3% |
|
MARVELL TECHNOLOGY, INC. | -4.9% |
|
CISCO SYSTEMS INC | -4.9% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -4.5% |
 |
ERICSSON (LM) TEL-SP ADR | -4.3% |
|
MOTOROLA SOLUTIONS | -4.3% |
 |
NOKIA CORP-SPON ADR | -4.3% |
|
FASTLY, INC. CLASS A | -4.3% |
|
NETAPP INC | -3.6% |