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
27%
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 | 8.5% | 11.7% | 8.5% |
|
AMERICAN TOWER CORP-CL A | 8.0% | 9.5% | 8.0% |
|
DIGITAL REALTY TRUST INC | 4.5% | 10.1% | 4.5% |
|
CROWN CASTLE INTL CORP | 4.0% | 6.3% | 4.0% |
|
SBA COMMUNICATIONS CORP. CLASS A | 2.3% | 4.1% | 2.3% |
ICF Overweight Relative to IDGT
|
WELLTOWER, INC. | 8.0% |
|
PROLOGIS INC | 7.7% |
|
SIMON PROPERTY GROUP INC | 5.9% |
|
PUBLIC STORAGE | 4.9% |
|
REALTY INCOME CORP | 4.4% |
|
VENTAS INC | 4.1% |
|
IRON MOUNTAIN INC | 3.3% |
|
EXTRA SPACE STORAGE INC | 3.3% |
|
VICI PROPERTIES INC | 3.3% |
|
AVALONBAY COMMUNITIES INC | 2.7% |
ICF Underweight Relative to IDGT
|
FASTLY, INC. CLASS A | -7.7% |
|
CIENA CORP | -5.7% |
|
DIGITAL REALTY TRUST INC | -5.6% |
 |
NOKIA CORP-SPON ADR | -5.2% |
|
MOTOROLA SOLUTIONS | -5.0% |
 |
ERICSSON (LM) TEL-SP ADR | -4.6% |
|
CISCO SYSTEMS INC | -3.9% |
|
ARISTA NETWORKS, INC. | -3.6% |
|
EQUINIX INC | -3.2% |
|
QUALCOMM INC | -2.8% |