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
6
# OF OVERLAPPING
HOLDINGS
WTRE
63
HOLDINGS
11%
ALSO IN IDGT
IDGT
25
HOLDINGS
26%
ALSO IN WTRE
SECTOR DRIFT (WTRE minus IDGT)
OVERLAPPING HOLDINGS
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| Company | Weight in WTRE |
Weight in IDGT |
Overlap | |
|---|---|---|---|---|
 |
AMERICAN TOWER CORP-CL A | 6.0% | 9.7% | 6.0% |
|
EQUINIX INC | 6.0% | 8.9% | 6.0% |
|
CROWN CASTLE INTL CORP | 5.0% | 6.6% | 5.0% |
|
DIGITAL REALTY TRUST INC | 5.7% | 4.3% | 4.3% |
|
SBA COMMUNICATIONS CORP. CLASS A | 3.7% | 7.6% | 3.7% |
WTRE Overweight Relative to IDGT
|
PROLOGIS INC | 5.6% |
 |
GOODMAN GROUP | 5.1% |
|
IRON MOUNTAIN INC | 4.3% |
 |
CELLNEX TELECOM S.A. | 3.8% |
 |
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% |
WTRE Underweight Relative to IDGT
|
FASTLY, INC. CLASS A | -7.3% |
|
EXTREME NETWORKS INC | -4.7% |
|
NETAPP INC | -4.6% |
|
CIENA CORP | -4.0% |
|
SBA COMMUNICATIONS CORP. CLASS A | -3.9% |
|
ARISTA NETWORKS, INC. | -3.9% |
|
CISCO SYSTEMS INC | -3.8% |
|
SUPER MICRO COMPUTER, INC. | -3.8% |
|
AMERICAN TOWER CORP-CL A | -3.7% |
 |
NOKIA CORP-SPON ADR | -3.6% |