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
40%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
SRVR
60
HOLDINGS
13%
ALSO IN REAI
REAI
20
HOLDINGS
40%
ALSO IN SRVR
SECTOR DRIFT (SRVR minus REAI)
OVERLAPPING HOLDINGS
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| Company | Weight in SRVR |
Weight in REAI |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 15.3% | 9.8% | 9.8% |
|
DIGITAL REALTY TRUST INC | 15.1% | 9.6% | 9.6% |
|
IRON MOUNTAIN INC | 5.0% | 5.7% | 5.0% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.8% | 4.8% | 4.8% |
|
AMERICAN TOWER CORP-CL A | 13.3% | 4.5% | 4.5% |
SRVR Overweight Relative to REAI
|
AMERICAN TOWER CORP-CL A | 8.7% |
|
EQUINIX INC | 5.6% |
|
DIGITAL REALTY TRUST INC | 5.5% |
 |
CELLNEX TELECOM S.A. | 4.1% |
 |
NEXTDC LIMITED | 2.9% |
 |
CHINA TOWER CORP. LTD. CLASS H | 2.4% |
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | 2.2% |
|
IRIDIUM COMMUNICATIONS INC. | 1.4% |
 |
HYUNDAI ENGINEERING & CONST | 1.3% |
|
VERTIV HOLDINGS CO. CLASS A | 1.3% |
SRVR Underweight Relative to REAI
 |
DIGITAL CORE REIT | -7.5% |
|
PROLOGIS INC | -4.4% |
|
PUBLIC STORAGE | -4.4% |
|
FIRST INDUSTRIAL REALTY TR | -4.3% |
|
STAG INDUSTRIAL INC | -4.3% |
 |
SEGRO PLC | -3.8% |
|
INNOVATIVE INDUSTRIAL PROPERTIES INC | -3.6% |
|
REXFORD INDUSTRIAL REALTY IN | -3.3% |
|
VICI PROPERTIES INC | -3.2% |
|
KEPPEL DC REIT | -3.1% |