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
6
# OF OVERLAPPING
HOLDINGS
WTRE
63
HOLDINGS
11%
ALSO IN IDGT
IDGT
25
HOLDINGS
26%
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 | 5.7% | 8.8% | 5.7% |
|
AMERICAN TOWER CORP-CL A | 5.1% | 9.2% | 5.1% |
|
DIGITAL REALTY TRUST INC | 5.4% | 4.2% | 4.2% |
|
CROWN CASTLE INTL CORP | 3.6% | 5.8% | 3.6% |
|
SBA COMMUNICATIONS CORP. CLASS A | 3.1% | 7.2% | 3.1% |
WTRE Overweight Relative to IDGT
|
PROLOGIS INC | 5.5% |
 |
GOODMAN GROUP | 4.7% |
 |
NEBIUS GROUP NV | 4.7% |
|
IRON MOUNTAIN INC | 3.9% |
|
AST SPACEMOBILE, INC. CLASS A | 3.3% |
 |
SEGRO PLC | 3.2% |
 |
CELLNEX TELECOM S.A. | 3.1% |
|
HEALTHPEAK PROPERTIES, INC. | 2.7% |
|
GLOBALSTAR INC | 2.1% |
|
EASTGROUP PROPERTIES INC | 2.1% |
WTRE Underweight Relative to IDGT
|
FASTLY, INC. CLASS A | -9.0% |
|
CIENA CORP | -5.4% |
|
NETAPP INC | -5.4% |
|
EXTREME NETWORKS INC | -5.0% |
|
ARISTA NETWORKS, INC. | -4.8% |
|
SUPER MICRO COMPUTER, INC. | -4.7% |
 |
NOKIA CORP-SPON ADR | -4.2% |
|
CISCO SYSTEMS INC | -4.2% |
|
SBA COMMUNICATIONS CORP. CLASS A | -4.2% |
|
AMERICAN TOWER CORP-CL A | -4.1% |