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
5
# OF OVERLAPPING
HOLDINGS
SRVR
60
HOLDINGS
8%
ALSO IN IDGT
IDGT
25
HOLDINGS
22%
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 | |
|---|---|---|---|---|
 |
EQUINIX INC | 15.3% | 8.8% | 8.8% |
|
AMERICAN TOWER CORP-CL A | 15.0% | 8.6% | 8.6% |
|
CROWN CASTLE INTL CORP | 4.2% | 5.0% | 4.2% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.2% | 6.6% | 4.2% |
|
DIGITAL REALTY TRUST INC | 14.9% | 4.2% | 4.2% |
SRVR Overweight Relative to IDGT
|
DIGITAL REALTY TRUST INC | 10.7% |
|
EQUINIX INC | 6.5% |
|
AMERICAN TOWER CORP-CL A | 6.3% |
|
IRON MOUNTAIN INC | 4.6% |
 |
CELLNEX TELECOM S.A. | 4.4% |
 |
NEXTDC LIMITED | 2.7% |
 |
CHINA TOWER CORP. LTD. CLASS H | 2.3% |
|
IRIDIUM COMMUNICATIONS INC. | 2.0% |
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | 1.6% |
 |
KEPPEL DC REIT | 1.4% |
SRVR Underweight Relative to IDGT
|
FASTLY, INC. CLASS A | -7.8% |
|
SUPER MICRO COMPUTER, INC. | -4.9% |
|
ARISTA NETWORKS, INC. | -4.7% |
|
NETAPP INC | -4.6% |
|
EXTREME NETWORKS INC | -4.5% |
|
CIENA CORP | -4.4% |
|
QUALCOMM INC | -4.3% |
 |
NOKIA CORP-SPON ADR | -4.3% |
|
COREWEAVE INC-CL A | -4.2% |
|
CISCO SYSTEMS INC | -3.8% |