Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

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
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
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% |