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
SRVR
60
HOLDINGS
8%
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 | |
|---|---|---|---|---|
 |
AMERICAN TOWER CORP-CL A | 17.1% | 9.7% | 9.7% |
|
EQUINIX INC | 15.8% | 8.9% | 8.9% |
|
CROWN CASTLE INTL CORP | 5.7% | 6.6% | 5.7% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.9% | 7.6% | 4.9% |
|
DIGITAL REALTY TRUST INC | 15.5% | 4.3% | 4.3% |
SRVR Overweight Relative to IDGT
|
DIGITAL REALTY TRUST INC | 11.2% |
|
AMERICAN TOWER CORP-CL A | 7.4% |
|
EQUINIX INC | 6.9% |
 |
CELLNEX TELECOM S.A. | 4.9% |
|
IRON MOUNTAIN INC | 4.9% |
 |
CHINA TOWER CORP. LTD. CLASS H | 2.4% |
|
IRIDIUM COMMUNICATIONS INC. | 1.9% |
 |
KEPPEL DC REIT | 1.5% |
 |
NEXTDC LIMITED | 1.5% |
 |
HELIOS TOWERS PLC | 1.1% |
SRVR Underweight Relative to IDGT
|
FASTLY, INC. CLASS A | -7.3% |
|
EXTREME NETWORKS INC | -4.7% |
|
NETAPP INC | -4.6% |
|
CIENA CORP | -4.0% |
|
ARISTA NETWORKS, INC. | -3.9% |
|
CISCO SYSTEMS INC | -3.8% |
|
SUPER MICRO COMPUTER, INC. | -3.8% |
 |
NOKIA CORP-SPON ADR | -3.6% |
|
QUALCOMM INC | -3.6% |
|
CALIX INC | -3.1% |