Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
39%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
IDGT
25
HOLDINGS
23%
ALSO IN SRVR
SRVR
63
HOLDINGS
8%
ALSO IN IDGT
SECTOR DRIFT (IDGT minus SRVR)
OVERLAPPING HOLDINGS
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| Company | Weight in IDGT |
Weight in SRVR |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 11.7% | 16.8% | 11.7% |
|
DIGITAL REALTY TRUST INC | 10.1% | 14.9% | 10.1% |
|
AMERICAN TOWER CORP-CL A | 9.5% | 13.7% | 9.5% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.1% | 4.1% | 4.1% |
|
CROWN CASTLE INTL CORP | 6.3% | 3.8% | 3.8% |
IDGT Overweight Relative to SRVR
|
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% |
|
ARISTA NETWORKS, INC. | 3.6% |
|
QUALCOMM INC | 2.8% |
|
SUPER MICRO COMPUTER, INC. | 2.7% |
|
CROWN CASTLE INTL CORP | 2.5% |
IDGT Underweight Relative to SRVR
|
IRON MOUNTAIN INC | -5.0% |
|
EQUINIX INC | -5.0% |
 |
CELLNEX TELECOM S.A. | -4.9% |
|
DIGITAL REALTY TRUST INC | -4.8% |
|
AMERICAN TOWER CORP-CL A | -4.2% |
 |
CHINA TOWER CORP. LTD. CLASS H | -2.4% |
 |
NEXTDC LIMITED | -2.3% |
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | -2.0% |
 |
HYUNDAI ENGINEERING & CONST | -1.7% |
|
KEPCO ENGINEERING & CONSTRUC | -1.4% |