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
WTRE
63
HOLDINGS
26%
ALSO IN SRVR
SRVR
60
HOLDINGS
25%
ALSO IN WTRE
SECTOR DRIFT (WTRE minus SRVR)
OVERLAPPING HOLDINGS
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| Company | Weight in WTRE |
Weight in SRVR |
Overlap | |
|---|---|---|---|---|
 |
AMERICAN TOWER CORP-CL A | 6.0% | 17.1% | 6.0% |
|
EQUINIX INC | 6.0% | 15.8% | 6.0% |
|
DIGITAL REALTY TRUST INC | 5.7% | 15.5% | 5.7% |
|
CROWN CASTLE INTL CORP | 5.0% | 5.7% | 5.0% |
|
IRON MOUNTAIN INC | 4.3% | 4.9% | 4.3% |
WTRE Overweight Relative to SRVR
|
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% |
WTRE Underweight Relative to SRVR
|
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% |