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

5
Number of overlapping holdings
25.0%
% of SRVR's 20 holdings also in WTRE
50.0%
% of WTRE's 74 holdings also in SRVR
Overlap by Weight
Sector Drift (SRVR minus WTRE)
Overlapping Holdings
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Company | Weight in SRVR |
Weight in WTRE |
Overlap | |
---|---|---|---|---|
CELLNEX TELECOM S.A. | 5.0% | 4.1% | 4.1% | |
CHINA TOWER CORP. LTD. CLASS H | 4.1% | 62.7% | 4.1% | |
INFRASTRUTTURE WIRELESS ITALIANE S.P.A. | 5.1% | 1.0% | 1.0% | |
NEXTDC LIMITED | 4.3% | 0.9% | 0.9% | |
DIGITALBRIDGE GROUP, INC. CLASS A | 2.0% | 0.5% | 0.5% |
Position Highlights (Non-Overlapping Exposures)
SRVR Overweight Relative to WTRE
DIGITAL REALTY TRUST INC | 16.2% | |
AMERICAN TOWER CORP-CL A | 15.5% | |
EQUINIX INC | 15.3% | |
SBA COMMUNICATIONS CORP. CLASS A | 4.9% | |
IRON MOUNTAIN INC | 4.9% | |
CROWN CASTLE INTL CORP | 4.6% | |
INFRASTRUTTURE WIRELESS ITALIANE S.P | 4.1% | |
KEPPEL DC REIT | 3.9% | |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | 3.5% | |
NEXTDC LIMITED | 3.3% |
SRVR Underweight Relative to WTRE
CHINA TOWER CORP. LTD. CLASS H | -58.6% | |
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% | |
SUNEVISION HOLDINGS | 0.7% | |
HKBN LTD. | 0.7% | |
EUTELSAT COMMUNICATIONS | 0.8% | |
CELLNEX TELECOM S.A. | 1.0% |