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
36%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
SRVR
60
HOLDINGS
25%
ALSO IN WTRE
WTRE
63
HOLDINGS
26%
ALSO IN SRVR
SECTOR DRIFT (SRVR minus WTRE)
OVERLAPPING HOLDINGS
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| Company | Weight in SRVR |
Weight in WTRE |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 16.2% | 5.7% | 5.7% |
|
DIGITAL REALTY TRUST INC | 15.5% | 5.4% | 5.4% |
|
AMERICAN TOWER CORP-CL A | 16.8% | 5.1% | 5.1% |
|
IRON MOUNTAIN INC | 4.9% | 3.9% | 3.9% |
|
CROWN CASTLE INTL CORP | 5.2% | 3.6% | 3.6% |
SRVR Overweight Relative to WTRE
|
AMERICAN TOWER CORP-CL A | 11.7% |
|
EQUINIX INC | 10.5% |
|
DIGITAL REALTY TRUST INC | 10.2% |
 |
CHINA TOWER CORP. LTD. CLASS H | 2.5% |
|
SBA COMMUNICATIONS CORP. CLASS A | 1.8% |
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | 1.6% |
|
CROWN CASTLE INTL CORP | 1.6% |
 |
CELLNEX TELECOM S.A. | 1.5% |
 |
NEXTDC LIMITED | 1.4% |
 |
KEPCO ENGINEERING & CONSTRUC | 1.1% |
SRVR Underweight Relative to WTRE
|
PROLOGIS INC | -5.5% |
|
GOODMAN GROUP | -4.7% |
 |
NEBIUS GROUP NV | -4.7% |
|
AST SPACEMOBILE, INC. CLASS A | -3.3% |
 |
SEGRO PLC | -3.2% |
|
HEALTHPEAK PROPERTIES, INC. | -2.7% |
|
COREWEAVE INC-CL A | -2.6% |
|
GLOBALSTAR INC | -2.1% |
|
EASTGROUP PROPERTIES INC | -2.1% |
|
VIASAT INC | -1.8% |