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
51%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
DTCR
25
HOLDINGS
48%
ALSO IN SRVR
SRVR
60
HOLDINGS
20%
ALSO IN DTCR
SECTOR DRIFT (DTCR 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 DTCR |
Weight in SRVR |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 12.2% | 15.4% | 12.2% |
|
DIGITAL REALTY TRUST INC | 10.9% | 14.8% | 10.9% |
|
AMERICAN TOWER CORP-CL A | 9.6% | 14.2% | 9.6% |
|
CROWN CASTLE INTL CORP | 7.1% | 4.4% | 4.4% |
|
SBA COMMUNICATIONS CORP. CLASS A | 3.6% | 4.5% | 3.6% |
DTCR Overweight Relative to SRVR
 |
HYNIX SEMICONDUCTOR INC | 4.7% |
|
APPLIED BLOCKCHAIN INC | 4.5% |
|
MICRON TECHNOLOGY INC | 4.4% |
|
MARVELL TECHNOLOGY, INC. | 3.8% |
|
INTEL CORP | 3.6% |
|
ADVANCED MICRO DEVICES | 3.5% |
|
CROWN CASTLE INTL CORP | 2.7% |
|
SUPER MICRO COMPUTER, INC. | 2.5% |
 |
21VIANET GROUP, INC. SPONSORED ADR C | 2.5% |
|
UNITI GROUP INC | 2.3% |
DTCR Underweight Relative to SRVR
|
IRON MOUNTAIN INC | -5.0% |
|
AMERICAN TOWER CORP-CL A | -4.5% |
 |
CELLNEX TELECOM S.A. | -4.2% |
|
DIGITAL REALTY TRUST INC | -3.8% |
|
EQUINIX INC | -3.1% |
|
IRIDIUM COMMUNICATIONS INC. | -1.8% |
 |
SES | -1.5% |
|
VERTIV HOLDINGS CO. CLASS A | -1.2% |
|
HYUNDAI ENGINEERING & CONST | -1.1% |
|
ASP ISOTOPES INC | -1.0% |