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
16
# OF OVERLAPPING
HOLDINGS
SRVR
60
HOLDINGS
27%
ALSO IN WTRE
WTRE
61
HOLDINGS
29%
ALSO IN SRVR
SECTOR DRIFT (SRVR minus WTRE)
OVERLAPPING HOLDINGS
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| Company | Weight in SRVR |
Weight in WTRE |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 15.3% | 6.0% | 6.0% |
|
DIGITAL REALTY TRUST INC | 14.9% | 5.2% | 5.2% |
|
IRON MOUNTAIN INC | 4.6% | 4.8% | 4.6% |
|
AMERICAN TOWER CORP-CL A | 15.0% | 4.1% | 4.1% |
|
CROWN CASTLE INTL CORP | 4.2% | 4.0% | 4.0% |
SRVR Overweight Relative to WTRE
|
AMERICAN TOWER CORP-CL A | 10.9% |
|
DIGITAL REALTY TRUST INC | 9.7% |
|
EQUINIX INC | 9.2% |
 |
CHINA TOWER CORP. LTD. CLASS H | 2.3% |
 |
NEXTDC LIMITED | 1.7% |
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | 1.6% |
|
SBA COMMUNICATIONS CORP. CLASS A | 1.3% |
 |
CELLNEX TELECOM S.A. | 1.3% |
 |
KEPCO ENGINEERING & CONSTRUC | 1.2% |
|
NUSCALE POWER CORPORATION CLASS A | 1.1% |
SRVR Underweight Relative to WTRE
|
PROLOGIS INC | -6.4% |
|
GOODMAN GROUP | -4.9% |
|
AST SPACEMOBILE, INC. CLASS A | -4.0% |
|
LEXINGTON REALTY TRUST | -3.2% |
|
IREN LTD | -3.0% |
|
APPLIED BLOCKCHAIN INC | -2.7% |
 |
HUT 8 CORP | -2.5% |
|
TERAWULF INC. | -2.3% |
|
RIOT BLOCKCHAIN INC | -2.1% |
|
HEALTHPEAK PROPERTIES, INC. | -2.0% |