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
32%
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 | 15.5% | 8.3% | 8.3% |
|
AMERICAN TOWER CORP-CL A | 14.6% | 8.0% | 8.0% |
|
DIGITAL REALTY TRUST INC | 14.5% | 7.1% | 7.1% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.6% | 5.7% | 4.6% |
|
CROWN CASTLE INTL CORP | 4.5% | 4.7% | 4.5% |
SRVR Overweight Relative to IDGT
|
DIGITAL REALTY TRUST INC | 7.4% |
|
EQUINIX INC | 7.2% |
|
AMERICAN TOWER CORP-CL A | 6.6% |
|
IRON MOUNTAIN INC | 4.9% |
 |
CELLNEX TELECOM S.A. | 4.0% |
 |
NEXTDC LIMITED | 3.1% |
 |
CHINA TOWER CORP. LTD. CLASS H | 2.2% |
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | 1.7% |
|
IRIDIUM COMMUNICATIONS INC. | 1.6% |
 |
SES | 1.3% |
SRVR Underweight Relative to IDGT
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -6.1% |
 |
NOKIA CORP-SPON ADR | -5.4% |
|
CISCO SYSTEMS INC | -5.3% |
|
NETAPP INC | -5.2% |
|
CIENA CORP | -4.5% |
|
SUPER MICRO COMPUTER, INC. | -4.4% |
|
QUALCOMM INC | -4.4% |
|
COREWEAVE INC-CL A | -4.1% |
|
ARISTA NETWORKS, INC. | -3.3% |
|
EXTREME NETWORKS INC | -3.2% |