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
11%

OVERLAP
BY WEIGHT
5

# OF OVERLAPPING
HOLDINGS
SRVR
20
HOLDINGS
25%
ALSO IN WTRE
WTRE
74
HOLDINGS
50%
ALSO IN SRVR
SECTOR DRIFT (SRVR minus WTRE)
OVERLAPPING HOLDINGS

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Company Weight
in SRVR
Weight
in WTRE
Overlap
CHINA TOWER CORP. LTD. CLASS H 4.4% 62.7% 4.4%
CELLNEX TELECOM S.A. 4.5% 4.1% 4.1%
INFRASTRUTTURE WIRELESS ITALIANE S.P.A. 4.6% 1.0% 1.0%
NEXTDC LIMITED 4.5% 0.9% 0.9%
DIGITALBRIDGE GROUP, INC. CLASS A 2.6% 0.5% 0.5%
SRVR Overweight Relative to WTRE
AMERICAN TOWER CORP-CL A 15.0%
DIGITAL REALTY TRUST INC 14.5%
EQUINIX INC 13.0%
GDS HOLDINGS LTD. SPONSORED ADR CLAS 4.7%
KEPPEL DC REIT 4.6%
CROWN CASTLE INTL CORP 4.5%
SBA COMMUNICATIONS CORP. CLASS A 4.5%
IRON MOUNTAIN INC 4.5%
IRIDIUM COMMUNICATIONS INC. 4.1%
SES 3.9%
SRVR Underweight Relative to WTRE
CHINA TOWER CORP. LTD. CLASS H -58.3%
AIRBNB, INC. CLASS A -4.8%
ESR CAYMAN LTD. -0.9%
FABEGE AB -0.6%
RADIUS GLOBAL INFRASTRUCTURE INC CLA -0.3%
CHINA AOYUAN PROPERTY GROUP 0.0%
CELLNEX TELECOM S.A. 0.4%
HKBN LTD. 0.6%
EUTELSAT COMMUNICATIONS 0.8%
SUNEVISION HOLDINGS 0.9%
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