Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

6
Number of overlapping holdings
35.3%
% of SRVR's 17 holdings also in IDGT
23.1%
% of IDGT's 27 holdings also in SRVR
Overlap by Weight
Sector Drift (SRVR minus IDGT)
Overlapping Holdings
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Company | Weight in SRVR |
Weight in IDGT |
Overlap | |
---|---|---|---|---|
EQUINIX INC | 15.0% | 9.7% | 9.7% | |
AMERICAN TOWER CORP-CL A | 14.9% | 9.6% | 9.6% | |
DIGITAL REALTY TRUST INC | 14.0% | 9.1% | 9.1% | |
CROWN CASTLE INTL CORP | 4.4% | 9.3% | 4.4% | |
SBA COMMUNICATIONS CORP. CLASS A | 4.4% | 4.2% | 4.2% |
Position Highlights (Non-Overlapping Exposures)
SRVR Overweight Relative to IDGT
EQUINIX INC | 5.3% | |
AMERICAN TOWER CORP-CL A | 5.3% | |
DIGITAL REALTY TRUST INC | 5.0% | |
CHINA TOWER CORP. LTD. CLASS H | 4.9% | |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | 4.8% | |
INFRASTRUTTURE WIRELESS ITALIANE S.P | 4.8% | |
CELLNEX TELECOM S.A. | 4.7% | |
KEPPEL DC REIT | 4.7% | |
IRIDIUM COMMUNICATIONS INC. | 4.5% | |
NEXTDC LIMITED | 4.5% |
SRVR Underweight Relative to IDGT
CIENA CORP | -5.5% | |
FASTLY, INC. CLASS A | -5.1% | |
QUALCOMM INC | -5.0% | |
ARISTA NETWORKS, INC. | -5.0% | |
CROWN CASTLE INTL CORP | -4.9% | |
CISCO SYSTEMS INC | -4.8% | |
MARVELL TECHNOLOGY, INC. | -4.7% | |
NOKIA CORP-SPON ADR | -4.7% | |
MOTOROLA SOLUTIONS | -4.6% | |
NETAPP INC | -4.3% |