Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
20%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
DTCR
25
HOLDINGS
60%
ALSO IN NXTG
NXTG
108
HOLDINGS
15%
ALSO IN DTCR
SECTOR DRIFT (DTCR minus NXTG)
OVERLAPPING HOLDINGS
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| Company | Weight in DTCR |
Weight in NXTG |
Overlap | |
|---|---|---|---|---|
 |
SUPER MICRO COMPUTER, INC. | 3.0% | 1.8% | 1.8% |
|
NVIDIA CORP | 2.2% | 1.5% | 1.5% |
|
HEWLETT PACKARD ENTERPRISE CO. | 2.2% | 1.5% | 1.5% |
|
MICRON TECHNOLOGY INC | 2.3% | 1.5% | 1.5% |
|
ADVANCED MICRO DEVICES | 1.8% | 1.4% | 1.4% |
DTCR Overweight Relative to NXTG
|
DIGITAL REALTY TRUST INC | 11.5% |
|
AMERICAN TOWER CORP-CL A | 11.4% |
|
EQUINIX INC | 10.9% |
|
CROWN CASTLE INTL CORP | 7.6% |
 |
NEXTDC LIMITED | 4.3% |
 |
KEPPEL DC REIT | 4.3% |
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | 4.2% |
|
APPLIED BLOCKCHAIN INC | 4.1% |
|
UNITI GROUP INC | 3.6% |
|
SBA COMMUNICATIONS CORP. CLASS A | 3.4% |
DTCR Underweight Relative to NXTG
 |
ADVANTECH CO LTD | -2.0% |
|
WIWYNN CORP. | -2.0% |
|
LENOVO GROUP LTD | -1.7% |
|
ARISTA NETWORKS, INC. | -1.7% |
 |
FUJIKURA LTD | -1.6% |
|
NEC CORP | -1.6% |
 |
SAMSUNG SDS CO LTD | -1.5% |
|
FUJITSU LTD | -1.5% |
|
NIPPON TELEGRAPH AND TELEPHONE CORPO | -1.5% |
|
SONY CORP | -1.5% |