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
42%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
SRVR
60
HOLDINGS
27%
ALSO IN WTRE
WTRE
61
HOLDINGS
29%
ALSO IN SRVR
SECTOR DRIFT (SRVR minus WTRE)
OVERLAPPING HOLDINGS
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| Company | Weight in SRVR |
Weight in WTRE |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 15.4% | 6.9% | 6.9% |
|
DIGITAL REALTY TRUST INC | 14.8% | 6.4% | 6.4% |
|
IRON MOUNTAIN INC | 5.0% | 5.5% | 5.0% |
|
AMERICAN TOWER CORP-CL A | 14.2% | 4.9% | 4.9% |
|
CROWN CASTLE INTL CORP | 4.4% | 5.0% | 4.4% |
SRVR Overweight Relative to WTRE
|
AMERICAN TOWER CORP-CL A | 9.3% |
|
EQUINIX INC | 8.4% |
|
DIGITAL REALTY TRUST INC | 8.3% |
 |
CHINA TOWER CORP. LTD. CLASS H | 2.2% |
 |
NEXTDC LIMITED | 2.0% |
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | 1.8% |
|
VERTIV HOLDINGS CO. CLASS A | 1.2% |
 |
HYUNDAI ENGINEERING & CONST | 1.1% |
|
ASP ISOTOPES INC | 1.0% |
|
UNITI GROUP INC | 1.0% |
SRVR Underweight Relative to WTRE
|
PROLOGIS INC | -7.4% |
|
GOODMAN GROUP | -5.6% |
|
AST SPACEMOBILE, INC. CLASS A | -4.0% |
|
LEXINGTON REALTY TRUST | -3.6% |
|
IREN LTD | -2.6% |
|
APPLIED BLOCKCHAIN INC | -2.2% |
 |
SEGRO PLC | -2.2% |
|
GLOBALSTAR INC | -2.0% |
|
HEALTHPEAK PROPERTIES, INC. | -2.0% |
|
EASTGROUP PROPERTIES INC | -1.9% |