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
5
Number of overlapping holdings
50.0%
% of WTRE's 74 holdings also in SRVR
25.0%
% of SRVR's 20 holdings also in WTRE
Overlap by Weight
Sector Drift (WTRE minus SRVR)
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 SRVR |
Overlap | |
|---|---|---|---|---|
 |
CELLNEX TELECOM S.A. | 4.1% | 5.0% | 4.1% |
 |
CHINA TOWER CORP. LTD. CLASS H | 62.7% | 4.1% | 4.1% |
 |
INFRASTRUTTURE WIRELESS ITALIANE S.P.A. | 1.0% | 5.1% | 1.0% |
 |
NEXTDC LIMITED | 0.9% | 4.3% | 0.9% |
 |
DIGITALBRIDGE GROUP, INC. CLASS A | 0.5% | 2.0% | 0.5% |
Position Highlights (Non-Overlapping Exposures)
WTRE Overweight Relative to SRVR
|
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% |
WTRE Underweight Relative to SRVR
|
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% |