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
24%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
WTRE
61
HOLDINGS
9%
ALSO IN IDGT
IDGT
25
HOLDINGS
22%
ALSO IN WTRE
SECTOR DRIFT (WTRE minus IDGT)
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 WTRE |
Weight in IDGT |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 6.2% | 9.5% | 6.2% |
|
DIGITAL REALTY TRUST INC | 5.6% | 8.6% | 5.6% |
|
AMERICAN TOWER CORP-CL A | 4.5% | 8.9% | 4.5% |
|
CROWN CASTLE INTL CORP | 4.4% | 5.2% | 4.4% |
|
SBA COMMUNICATIONS CORP. CLASS A | 3.0% | 7.3% | 3.0% |
WTRE Overweight Relative to IDGT
|
PROLOGIS INC | 6.8% |
 |
GOODMAN GROUP | 4.5% |
|
AST SPACEMOBILE, INC. CLASS A | 4.5% |
|
IRON MOUNTAIN INC | 4.3% |
 |
CELLNEX TELECOM S.A. | 3.4% |
|
LEXINGTON REALTY TRUST | 3.2% |
 |
SEGRO PLC | 2.0% |
|
IREN LTD | 2.0% |
|
HEALTHPEAK PROPERTIES, INC. | 2.0% |
|
EASTGROUP PROPERTIES INC | 1.8% |
WTRE Underweight Relative to IDGT
|
CIENA CORP | -5.5% |
|
COREWEAVE INC-CL A | -5.0% |
|
AMERICAN TOWER CORP-CL A | -4.4% |
|
SBA COMMUNICATIONS CORP. CLASS A | -4.4% |
|
CISCO SYSTEMS INC | -4.3% |
 |
NOKIA CORP-SPON ADR | -4.3% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -4.2% |
|
ARISTA NETWORKS, INC. | -3.8% |
|
NETAPP INC | -3.6% |
|
EQUINIX INC | -3.4% |