Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
53%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
DTCR
25
HOLDINGS
48%
ALSO IN SRVR
SRVR
58
HOLDINGS
21%
ALSO IN DTCR
SECTOR DRIFT (DTCR minus SRVR)
OVERLAPPING HOLDINGS
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| Company | Weight in DTCR |
Weight in SRVR |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 13.9% | 16.8% | 13.9% |
|
DIGITAL REALTY TRUST INC | 12.8% | 17.7% | 12.8% |
|
AMERICAN TOWER CORP-CL A | 9.6% | 14.5% | 9.6% |
|
CROWN CASTLE INTL CORP | 6.5% | 4.0% | 4.0% |
|
SBA COMMUNICATIONS CORP. CLASS A | 3.5% | 4.2% | 3.5% |
DTCR Overweight Relative to SRVR
|
MICRON TECHNOLOGY INC | 4.7% |
|
MARVELL TECHNOLOGY, INC. | 4.1% |
 |
HYNIX SEMICONDUCTOR INC | 4.1% |
|
ADVANCED MICRO DEVICES | 4.0% |
|
INTEL CORP | 3.2% |
|
APPLIED BLOCKCHAIN INC | 2.9% |
|
CROWN CASTLE INTL CORP | 2.5% |
|
UNITI GROUP INC | 2.5% |
 |
KEPPEL DC REIT | 2.4% |
 |
TAIWAN SEMICONDUCTOR MANUFAC | 2.3% |
DTCR Underweight Relative to SRVR
|
AMERICAN TOWER CORP-CL A | -4.9% |
|
IRON MOUNTAIN INC | -4.9% |
|
DIGITAL REALTY TRUST INC | -4.9% |
 |
CELLNEX TELECOM S.A. | -4.3% |
|
EQUINIX INC | -2.9% |
|
IRIDIUM COMMUNICATIONS INC. | -1.7% |
 |
SES | -1.1% |
|
DIGITALBRIDGE GROUP, INC. CLASS A | -1.0% |
 |
ROLLS-ROYCE GROUP PLC | -1.0% |
 |
CHORUS LTD | -0.9% |