Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
36%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
SRVR
58
HOLDINGS
9%
ALSO IN IDGT
IDGT
25
HOLDINGS
22%
ALSO IN SRVR
SECTOR DRIFT (SRVR minus IDGT)
OVERLAPPING HOLDINGS
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| Company | Weight in SRVR |
Weight in IDGT |
Overlap | |
|---|---|---|---|---|
 |
DIGITAL REALTY TRUST INC | 16.5% | 9.3% | 9.3% |
|
EQUINIX INC | 15.8% | 9.2% | 9.2% |
|
AMERICAN TOWER CORP-CL A | 15.1% | 8.8% | 8.8% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.5% | 5.6% | 4.5% |
|
CROWN CASTLE INTL CORP | 4.0% | 5.7% | 4.0% |
SRVR Overweight Relative to IDGT
|
DIGITAL REALTY TRUST INC | 7.2% |
|
EQUINIX INC | 6.6% |
|
AMERICAN TOWER CORP-CL A | 6.3% |
|
IRON MOUNTAIN INC | 4.4% |
 |
CELLNEX TELECOM S.A. | 4.3% |
 |
NEXTDC LIMITED | 2.7% |
 |
CHINA TOWER CORP. LTD. CLASS H | 2.1% |
|
IRIDIUM COMMUNICATIONS INC. | 1.7% |
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | 1.6% |
 |
KEPPEL DC REIT | 1.3% |
SRVR Underweight Relative to IDGT
|
ARISTA NETWORKS, INC. | -5.6% |
|
FASTLY, INC. CLASS A | -5.4% |
|
SUPER MICRO COMPUTER, INC. | -5.0% |
|
NETAPP INC | -4.4% |
|
CISCO SYSTEMS INC | -4.3% |
|
QUALCOMM INC | -4.2% |
|
COREWEAVE INC-CL A | -4.2% |
|
EXTREME NETWORKS INC | -3.4% |
 |
NOKIA CORP-SPON ADR | -3.2% |
|
CIENA CORP | -2.9% |