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
37%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
WTRE
61
HOLDINGS
30%
ALSO IN SRVR
SRVR
60
HOLDINGS
27%
ALSO IN WTRE
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 | |
|---|---|---|---|---|
 |
EQUINIX INC | 6.2% | 15.4% | 6.2% |
|
DIGITAL REALTY TRUST INC | 5.6% | 15.3% | 5.6% |
|
AMERICAN TOWER CORP-CL A | 4.5% | 14.1% | 4.5% |
|
CROWN CASTLE INTL CORP | 4.4% | 4.3% | 4.3% |
|
IRON MOUNTAIN INC | 4.3% | 4.5% | 4.3% |
WTRE Overweight Relative to SRVR
|
PROLOGIS INC | 6.8% |
 |
GOODMAN GROUP | 4.5% |
|
AST SPACEMOBILE, INC. CLASS A | 4.5% |
|
LEXINGTON REALTY TRUST | 3.2% |
|
IREN LTD | 2.0% |
 |
SEGRO PLC | 2.0% |
|
HEALTHPEAK PROPERTIES, INC. | 2.0% |
|
EASTGROUP PROPERTIES INC | 1.8% |
 |
ASCENDAS REAL ESTATE INV TRT | 1.8% |
|
APPLIED BLOCKCHAIN INC | 1.6% |
WTRE Underweight Relative to SRVR
|
DIGITAL REALTY TRUST INC | -9.7% |
|
AMERICAN TOWER CORP-CL A | -9.6% |
|
EQUINIX INC | -9.3% |
 |
CHINA TOWER CORP. LTD. CLASS H | -2.5% |
|
SBA COMMUNICATIONS CORP. CLASS A | -2.2% |
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | -2.2% |
 |
HYUNDAI ENGINEERING & CONST | -1.5% |
|
NEXTDC LIMITED | -1.4% |
|
KEPCO ENGINEERING & CONSTRUC | -1.2% |
 |
CELLNEX TELECOM S.A. | -1.2% |