Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
38%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
SRVR
20
HOLDINGS
35%
ALSO IN REAI
REAI
19
HOLDINGS
37%
ALSO IN SRVR
SECTOR DRIFT (SRVR minus REAI)
OVERLAPPING HOLDINGS
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| Company | Weight in SRVR |
Weight in REAI |
Overlap | |
|---|---|---|---|---|
 |
DIGITAL REALTY TRUST INC | 14.9% | 9.8% | 9.8% |
|
EQUINIX INC | 13.2% | 9.5% | 9.5% |
|
AMERICAN TOWER CORP-CL A | 13.6% | 4.7% | 4.7% |
|
CROWN CASTLE INTL CORP | 4.3% | 4.7% | 4.3% |
|
IRON MOUNTAIN INC | 4.3% | 5.2% | 4.3% |
SRVR Overweight Relative to REAI
|
AMERICAN TOWER CORP-CL A | 8.9% |
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | 6.1% |
 |
NEXTDC LIMITED | 5.8% |
|
DIGITAL REALTY TRUST INC | 5.0% |
 |
KEPPEL DC REIT | 4.7% |
 |
INFRASTRUTTURE WIRELESS ITALIANE S.P | 4.6% |
 |
CHINA TOWER CORP. LTD. CLASS H | 4.5% |
 |
CELLNEX TELECOM S.A. | 4.2% |
 |
SES | 3.9% |
|
EQUINIX INC | 3.7% |
SRVR Underweight Relative to REAI
|
UNITI GROUP INC | -9.3% |
|
REXFORD INDUSTRIAL REALTY IN | -5.1% |
|
PROLOGIS INC | -5.0% |
|
FIRST INDUSTRIAL REALTY TR | -4.9% |
|
STAG INDUSTRIAL INC | -4.8% |
|
INDUSTRIAL LOGISTICS PROPERTIES TRUS | -2.1% |
|
INNOVATIVE INDUSTRIAL PROPERTIES INC | -2.0% |
|
APOLLO COMMERCIAL REAL ESTAT | -2.0% |
|
CAPITAL TRUST-CL A | -1.9% |
|
KKR REAL ESTATE FINANCE TRUST INC. | -1.9% |