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
15
# OF OVERLAPPING
HOLDINGS
SRVR
60
HOLDINGS
25%
ALSO IN WTRE
WTRE
63
HOLDINGS
26%
ALSO IN SRVR
SECTOR DRIFT (SRVR minus WTRE)
OVERLAPPING HOLDINGS
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| Company | Weight in SRVR |
Weight in WTRE |
Overlap | |
|---|---|---|---|---|
 |
AMERICAN TOWER CORP-CL A | 17.1% | 6.0% | 6.0% |
|
EQUINIX INC | 15.8% | 6.0% | 6.0% |
|
DIGITAL REALTY TRUST INC | 15.5% | 5.7% | 5.7% |
|
CROWN CASTLE INTL CORP | 5.7% | 5.0% | 5.0% |
|
IRON MOUNTAIN INC | 4.9% | 4.3% | 4.3% |
SRVR Overweight Relative to WTRE
|
AMERICAN TOWER CORP-CL A | 11.1% |
|
EQUINIX INC | 9.8% |
|
DIGITAL REALTY TRUST INC | 9.8% |
 |
CHINA TOWER CORP. LTD. CLASS H | 2.4% |
|
SBA COMMUNICATIONS CORP. CLASS A | 1.2% |
 |
CELLNEX TELECOM S.A. | 1.2% |
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | 1.1% |
 |
CHORUS LTD | 0.9% |
 |
NEXTDC LIMITED | 0.8% |
 |
KEPCO ENGINEERING & CONSTRUC | 0.8% |
SRVR Underweight Relative to WTRE
|
PROLOGIS INC | -5.6% |
|
GOODMAN GROUP | -5.1% |
 |
SEGRO PLC | -3.3% |
 |
NEBIUS GROUP NV | -3.2% |
|
HEALTHPEAK PROPERTIES, INC. | -2.7% |
|
AST SPACEMOBILE, INC. CLASS A | -2.4% |
|
GLOBALSTAR INC | -2.2% |
|
EASTGROUP PROPERTIES INC | -2.2% |
|
VIASAT INC | -2.1% |
|
REXFORD INDUSTRIAL REALTY IN | -1.8% |