Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
27%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
WTRE
61
HOLDINGS
9%
ALSO IN IDGT
IDGT
25
HOLDINGS
22%
ALSO IN WTRE
SECTOR DRIFT (WTRE minus IDGT)
OVERLAPPING HOLDINGS
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| Company | Weight in WTRE |
Weight in IDGT |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 6.9% | 8.5% | 6.9% |
|
DIGITAL REALTY TRUST INC | 6.4% | 7.5% | 6.4% |
|
AMERICAN TOWER CORP-CL A | 4.9% | 8.0% | 4.9% |
|
CROWN CASTLE INTL CORP | 5.0% | 4.7% | 4.7% |
|
SBA COMMUNICATIONS CORP. CLASS A | 3.9% | 5.8% | 3.9% |
WTRE Overweight Relative to IDGT
|
PROLOGIS INC | 7.4% |
 |
GOODMAN GROUP | 5.6% |
|
IRON MOUNTAIN INC | 5.5% |
|
AST SPACEMOBILE, INC. CLASS A | 4.0% |
 |
CELLNEX TELECOM S.A. | 3.8% |
|
LEXINGTON REALTY TRUST | 3.6% |
|
IREN LTD | 2.6% |
 |
SEGRO PLC | 2.2% |
|
APPLIED BLOCKCHAIN INC | 2.2% |
|
HEALTHPEAK PROPERTIES, INC. | 2.0% |
WTRE Underweight Relative to IDGT
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -7.2% |
 |
NOKIA CORP-SPON ADR | -5.8% |
|
NETAPP INC | -5.7% |
|
CIENA CORP | -5.5% |
|
CISCO SYSTEMS INC | -5.5% |
|
QUALCOMM INC | -5.3% |
|
SUPER MICRO COMPUTER, INC. | -5.1% |
|
COREWEAVE INC-CL A | -4.6% |
|
ARISTA NETWORKS, INC. | -3.5% |
|
AMERICAN TOWER CORP-CL A | -3.2% |