Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
9%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
SRVR
61
HOLDINGS
8%
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 | |
|---|---|---|---|---|
 |
CELLNEX TELECOM S.A. | 4.7% | 3.8% | 3.8% |
 |
CHINA TOWER CORP. LTD. CLASS H | 2.4% | 61.8% | 2.4% |
 |
NEXTDC LIMITED | 2.3% | 0.9% | 0.9% |
 |
INFRASTRUTTURE WIRELESS ITALIANE S.P.A. | 1.3% | 0.9% | 0.9% |
 |
DIGITALBRIDGE GROUP, INC. CLASS A | 0.9% | 0.8% | 0.8% |
SRVR Overweight Relative to WTRE
|
EQUINIX INC | 16.3% |
|
DIGITAL REALTY TRUST INC | 15.1% |
|
AMERICAN TOWER CORP-CL A | 13.7% |
|
IRON MOUNTAIN INC | 5.2% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.1% |
|
CROWN CASTLE INTL CORP | 3.8% |
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | 2.2% |
|
NEXTDC LIMITED | 1.4% |
 |
HYUNDAI ENGINEERING & CONST | 1.3% |
|
KEPCO ENGINEERING & CONSTRUC | 1.3% |
SRVR Underweight Relative to WTRE
|
CHINA TOWER CORP. LTD. CLASS H | -59.4% |
|
ESR CAYMAN LTD. | -42.0% |
|
AIRBNB, INC. CLASS A | -4.8% |
 |
FABEGE AB | -0.7% |
|
RADIUS GLOBAL INFRASTRUCTURE INC CLA | -0.3% |
|
CHINA AOYUAN PROPERTY GROUP | 0.0% |
|
VISTRA ENERGY CORP. | 0.0% |
 |
DAIKIN INDUSTRIES LTD | 0.1% |
|
BOSS ENERGY LIMITED | 0.1% |
 |
LEGRAND SA | 0.1% |