Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
39%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
SRVR
63
HOLDINGS
8%
ALSO IN IDGT
IDGT
25
HOLDINGS
23%
ALSO IN SRVR
SECTOR DRIFT (SRVR minus IDGT)
OVERLAPPING HOLDINGS
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| Company | Weight in SRVR |
Weight in IDGT |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 16.8% | 11.7% | 11.7% |
|
DIGITAL REALTY TRUST INC | 14.9% | 10.1% | 10.1% |
|
AMERICAN TOWER CORP-CL A | 13.7% | 9.5% | 9.5% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.1% | 4.1% | 4.1% |
|
CROWN CASTLE INTL CORP | 3.8% | 6.3% | 3.8% |
SRVR Overweight Relative to IDGT
|
IRON MOUNTAIN INC | 5.0% |
|
EQUINIX INC | 5.0% |
 |
CELLNEX TELECOM S.A. | 4.9% |
|
DIGITAL REALTY TRUST INC | 4.8% |
|
AMERICAN TOWER CORP-CL A | 4.2% |
 |
CHINA TOWER CORP. LTD. CLASS H | 2.4% |
 |
NEXTDC LIMITED | 2.3% |
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | 2.0% |
 |
HYUNDAI ENGINEERING & CONST | 1.7% |
|
KEPCO ENGINEERING & CONSTRUC | 1.4% |
SRVR Underweight Relative to IDGT
|
FASTLY, INC. CLASS A | -7.7% |
|
CIENA CORP | -5.7% |
 |
NOKIA CORP-SPON ADR | -5.2% |
|
MOTOROLA SOLUTIONS | -5.0% |
 |
ERICSSON (LM) TEL-SP ADR | -4.6% |
|
CISCO SYSTEMS INC | -3.9% |
|
ARISTA NETWORKS, INC. | -3.6% |
|
QUALCOMM INC | -2.8% |
|
SUPER MICRO COMPUTER, INC. | -2.7% |
|
CROWN CASTLE INTL CORP | -2.5% |