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
51%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
SRVR
60
HOLDINGS
20%
ALSO IN DTCR
DTCR
25
HOLDINGS
48%
ALSO IN SRVR
SECTOR DRIFT (SRVR minus DTCR)
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 SRVR |
Weight in DTCR |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 15.4% | 12.2% | 12.2% |
|
DIGITAL REALTY TRUST INC | 14.8% | 10.9% | 10.9% |
|
AMERICAN TOWER CORP-CL A | 14.2% | 9.6% | 9.6% |
|
CROWN CASTLE INTL CORP | 4.4% | 7.1% | 4.4% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.5% | 3.6% | 3.6% |
SRVR Overweight Relative to DTCR
|
IRON MOUNTAIN INC | 5.0% |
|
AMERICAN TOWER CORP-CL A | 4.5% |
 |
CELLNEX TELECOM S.A. | 4.2% |
|
DIGITAL REALTY TRUST INC | 3.8% |
|
EQUINIX INC | 3.1% |
|
IRIDIUM COMMUNICATIONS INC. | 1.8% |
 |
SES | 1.5% |
|
VERTIV HOLDINGS CO. CLASS A | 1.2% |
 |
HYUNDAI ENGINEERING & CONST | 1.1% |
|
ASP ISOTOPES INC | 1.0% |
SRVR Underweight Relative to DTCR
|
HYNIX SEMICONDUCTOR INC | -4.7% |
|
APPLIED BLOCKCHAIN INC | -4.5% |
|
MICRON TECHNOLOGY INC | -4.4% |
|
MARVELL TECHNOLOGY, INC. | -3.8% |
|
INTEL CORP | -3.6% |
|
ADVANCED MICRO DEVICES | -3.5% |
|
CROWN CASTLE INTL CORP | -2.7% |
|
SUPER MICRO COMPUTER, INC. | -2.5% |
 |
21VIANET GROUP, INC. SPONSORED ADR C | -2.5% |
|
UNITI GROUP INC | -2.3% |