Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
26%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
VPN.L
25
HOLDINGS
36%
ALSO IN WTRE.L
WTRE.L
62
HOLDINGS
16%
ALSO IN VPN.L
SECTOR DRIFT (VPN.L minus WTRE.L)
OVERLAPPING HOLDINGS
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| Company | Weight in VPN.L |
Weight in WTRE.L |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 12.2% | 5.1% | 5.1% |
|
DIGITAL REALTY TRUST INC | 10.9% | 4.9% | 4.9% |
|
AMERICAN TOWER CORP-CL A | 9.7% | 4.8% | 4.8% |
|
CROWN CASTLE INTL CORP | 7.1% | 4.2% | 4.2% |
|
SBA COMMUNICATIONS CORP. CLASS A | 3.6% | 3.3% | 3.3% |
VPN.L Overweight Relative to WTRE.L
|
EQUINIX INC | 7.1% |
|
DIGITAL REALTY TRUST INC | 6.0% |
|
AMERICAN TOWER CORP-CL A | 4.8% |
 |
HYNIX SEMICONDUCTOR INC | 4.7% |
|
MICRON TECHNOLOGY INC | 4.4% |
 |
NEXTDC LIMITED | 3.9% |
|
MARVELL TECHNOLOGY, INC. | 3.9% |
|
INTEL CORP | 3.6% |
|
ADVANCED MICRO DEVICES | 3.5% |
|
APPLIED BLOCKCHAIN INC | 3.5% |
VPN.L Underweight Relative to WTRE.L
|
AST SPACEMOBILE, INC. CLASS A | -6.3% |
|
PROLOGIS INC | -5.1% |
|
GOODMAN GROUP | -4.7% |
|
IRON MOUNTAIN INC | -3.8% |
 |
NEBIUS GROUP NV | -3.8% |
 |
CELLNEX TELECOM S.A. | -3.4% |
|
COREWEAVE INC-CL A | -2.8% |
|
HEALTHPEAK PROPERTIES, INC. | -2.2% |
 |
SEGRO PLC | -2.1% |
|
VIASAT INC | -1.9% |