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
12%

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 4.5% 59.1% 4.5%
CELLNEX TELECOM S.A. 4.2% 4.3% 4.2%
NEXTDC LIMITED 5.8% 1.2% 1.2%
INFRASTRUTTURE WIRELESS ITALIANE S.P.A. 4.6% 1.2% 1.2%
DIGITALBRIDGE GROUP, INC. CLASS A 3.1% 0.5% 0.5%
SRVR Overweight Relative to WTRE
DIGITAL REALTY TRUST INC 14.9%
AMERICAN TOWER CORP-CL A 13.6%
EQUINIX INC 13.2%
GDS HOLDINGS LTD. SPONSORED ADR CLAS 6.1%
KEPPEL DC REIT 4.7%
NEXTDC LIMITED 4.6%
CROWN CASTLE INTL CORP 4.3%
IRON MOUNTAIN INC 4.3%
SBA COMMUNICATIONS CORP. CLASS A 3.9%
SES 3.9%
SRVR Underweight Relative to WTRE
CHINA TOWER CORP. LTD. CLASS H -54.6%
ESR CAYMAN LTD. -42.1%
AIRBNB, INC. CLASS A -4.4%
FABEGE AB -0.6%
RADIUS GLOBAL INFRASTRUCTURE INC CLA -0.3%
CELLNEX TELECOM S.A. -0.1%
CHINA AOYUAN PROPERTY GROUP 0.0%
EUTELSAT COMMUNICATIONS 0.7%
HKBN LTD. 0.7%
SUNEVISION HOLDINGS 0.8%
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