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
27%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
WTRE
61
HOLDINGS
16%
ALSO IN DTCR
DTCR
25
HOLDINGS
36%
ALSO IN WTRE
SECTOR DRIFT (WTRE minus DTCR)
OVERLAPPING HOLDINGS
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| Company | Weight in WTRE |
Weight in DTCR |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 6.0% | 13.4% | 6.0% |
|
DIGITAL REALTY TRUST INC | 5.2% | 11.5% | 5.2% |
|
AMERICAN TOWER CORP-CL A | 4.1% | 10.1% | 4.1% |
|
CROWN CASTLE INTL CORP | 4.0% | 7.0% | 4.0% |
|
SBA COMMUNICATIONS CORP. CLASS A | 2.9% | 3.8% | 2.9% |
WTRE Overweight Relative to DTCR
|
PROLOGIS INC | 6.4% |
 |
GOODMAN GROUP | 4.9% |
|
IRON MOUNTAIN INC | 4.8% |
|
AST SPACEMOBILE, INC. CLASS A | 4.0% |
|
LEXINGTON REALTY TRUST | 3.2% |
 |
CELLNEX TELECOM S.A. | 3.2% |
|
IREN LTD | 3.0% |
 |
HUT 8 CORP | 2.5% |
|
TERAWULF INC. | 2.3% |
|
RIOT BLOCKCHAIN INC | 2.1% |
WTRE Underweight Relative to DTCR
|
EQUINIX INC | -7.4% |
|
DIGITAL REALTY TRUST INC | -6.2% |
|
AMERICAN TOWER CORP-CL A | -6.0% |
|
MICRON TECHNOLOGY INC | -4.5% |
 |
HYNIX SEMICONDUCTOR INC | -4.3% |
|
NEXTDC LIMITED | -4.1% |
|
MARVELL TECHNOLOGY, INC. | -4.1% |
|
ADVANCED MICRO DEVICES | -3.9% |
|
UNITI GROUP INC | -3.6% |
|
INTEL CORP | -3.4% |