Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
33%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
IDGT
25
HOLDINGS
23%
ALSO IN DTRE
DTRE
31
HOLDINGS
19%
ALSO IN IDGT
SECTOR DRIFT (IDGT minus DTRE)
OVERLAPPING HOLDINGS
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| Company | Weight in IDGT |
Weight in DTRE |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 11.7% | 8.0% | 8.0% |
|
DIGITAL REALTY TRUST INC | 10.1% | 7.5% | 7.5% |
|
AMERICAN TOWER CORP-CL A | 9.5% | 7.3% | 7.3% |
|
CROWN CASTLE INTL CORP | 6.3% | 6.8% | 6.3% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.1% | 7.2% | 4.1% |
IDGT Overweight Relative to DTRE
|
FASTLY, INC. CLASS A | 7.7% |
|
CIENA CORP | 5.7% |
 |
NOKIA CORP-SPON ADR | 5.2% |
|
MOTOROLA SOLUTIONS | 5.0% |
 |
ERICSSON (LM) TEL-SP ADR | 4.6% |
|
CISCO SYSTEMS INC | 3.9% |
|
EQUINIX INC | 3.7% |
|
ARISTA NETWORKS, INC. | 3.6% |
|
QUALCOMM INC | 2.8% |
|
SUPER MICRO COMPUTER, INC. | 2.7% |
IDGT Underweight Relative to DTRE
|
PROLOGIS INC | -7.2% |
 |
SEGRO PLC | -4.5% |
|
TERRENO REALTY CORP | -4.4% |
|
FIRST INDUSTRIAL REALTY TR | -4.2% |
|
EASTGROUP PROPERTIES INC | -4.2% |
|
STAG INDUSTRIAL INC | -4.1% |
|
AMERICOLD REALTY TRUST | -4.0% |
|
LEXINGTON REALTY TRUST | -3.9% |
|
REXFORD INDUSTRIAL REALTY IN | -3.7% |
|
SBA COMMUNICATIONS CORP. CLASS A | -3.1% |