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
40%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
REAI
20
HOLDINGS
40%
ALSO IN SRVR
SRVR
60
HOLDINGS
13%
ALSO IN REAI
SECTOR DRIFT (REAI minus SRVR)
OVERLAPPING HOLDINGS
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| Company | Weight in REAI |
Weight in SRVR |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 9.8% | 15.4% | 9.8% |
|
DIGITAL REALTY TRUST INC | 9.4% | 14.8% | 9.4% |
|
IRON MOUNTAIN INC | 5.7% | 5.0% | 5.0% |
|
AMERICAN TOWER CORP-CL A | 4.8% | 14.2% | 4.8% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.5% | 4.5% | 4.5% |
REAI Overweight Relative to SRVR
 |
DIGITAL CORE REIT | 7.5% |
|
PROLOGIS INC | 4.4% |
|
PUBLIC STORAGE | 4.3% |
|
FIRST INDUSTRIAL REALTY TR | 4.3% |
|
STAG INDUSTRIAL INC | 4.2% |
 |
SEGRO PLC | 3.8% |
|
INNOVATIVE INDUSTRIAL PROPERTIES INC | 3.7% |
|
REXFORD INDUSTRIAL REALTY IN | 3.2% |
|
VICI PROPERTIES INC | 3.2% |
|
KEPPEL DC REIT | 3.1% |
REAI Underweight Relative to SRVR
|
AMERICAN TOWER CORP-CL A | -9.3% |
|
EQUINIX INC | -5.6% |
|
DIGITAL REALTY TRUST INC | -5.3% |
 |
CELLNEX TELECOM S.A. | -4.2% |
 |
NEXTDC LIMITED | -3.0% |
 |
CHINA TOWER CORP. LTD. CLASS H | -2.2% |
|
IRIDIUM COMMUNICATIONS INC. | -1.8% |
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | -1.8% |
 |
SES | -1.5% |
|
VERTIV HOLDINGS CO. CLASS A | -1.2% |