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
26%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
ICF
30
HOLDINGS
17%
ALSO IN IDGT
IDGT
25
HOLDINGS
23%
ALSO IN ICF
SECTOR DRIFT (ICF 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 ICF |
Weight in IDGT |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 7.8% | 11.2% | 7.8% |
|
AMERICAN TOWER CORP-CL A | 7.7% | 9.6% | 7.7% |
|
DIGITAL REALTY TRUST INC | 4.3% | 10.1% | 4.3% |
|
CROWN CASTLE INTL CORP | 4.0% | 6.7% | 4.0% |
|
SBA COMMUNICATIONS CORP. CLASS A | 2.3% | 4.3% | 2.3% |
ICF Overweight Relative to IDGT
|
PROLOGIS INC | 8.4% |
|
WELLTOWER, INC. | 8.0% |
|
SIMON PROPERTY GROUP INC | 6.0% |
|
PUBLIC STORAGE | 4.8% |
|
REALTY INCOME CORP | 4.7% |
|
VENTAS INC | 3.8% |
|
EXTRA SPACE STORAGE INC | 3.4% |
|
VICI PROPERTIES INC | 3.3% |
|
IRON MOUNTAIN INC | 3.0% |
|
AVALONBAY COMMUNITIES INC | 3.0% |
ICF Underweight Relative to IDGT
|
DIGITAL REALTY TRUST INC | -5.8% |
 |
NOKIA CORP-SPON ADR | -4.8% |
|
MOTOROLA SOLUTIONS | -4.6% |
|
CIENA CORP | -4.4% |
 |
ERICSSON (LM) TEL-SP ADR | -4.4% |
|
QUALCOMM INC | -4.1% |
|
CISCO SYSTEMS INC | -4.1% |
|
FASTLY, INC. CLASS A | -4.1% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -3.9% |
|
ARISTA NETWORKS, INC. | -3.8% |