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
24%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
ICF
30
HOLDINGS
17%
ALSO IN IDGT
IDGT
25
HOLDINGS
22%
ALSO IN ICF
SECTOR DRIFT (ICF minus IDGT)
OVERLAPPING HOLDINGS
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| Company | Weight in ICF |
Weight in IDGT |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 7.8% | 9.5% | 7.8% |
|
AMERICAN TOWER CORP-CL A | 6.7% | 8.2% | 6.7% |
|
DIGITAL REALTY TRUST INC | 4.6% | 9.6% | 4.6% |
|
CROWN CASTLE INTL CORP | 3.2% | 5.5% | 3.2% |
|
SBA COMMUNICATIONS CORP. CLASS A | 2.0% | 5.0% | 2.0% |
ICF Overweight Relative to IDGT
|
WELLTOWER, INC. | 9.1% |
|
PROLOGIS INC | 8.2% |
|
SIMON PROPERTY GROUP INC | 6.4% |
|
PUBLIC STORAGE | 5.2% |
|
VENTAS INC | 4.7% |
|
REALTY INCOME CORP | 4.5% |
|
IRON MOUNTAIN INC | 3.8% |
|
EXTRA SPACE STORAGE INC | 3.2% |
|
VICI PROPERTIES INC | 3.0% |
|
AVALONBAY COMMUNITIES INC | 2.8% |
ICF Underweight Relative to IDGT
|
FASTLY, INC. CLASS A | -5.2% |
|
DIGITAL REALTY TRUST INC | -5.0% |
|
ARISTA NETWORKS, INC. | -5.0% |
|
EXTREME NETWORKS INC | -4.6% |
|
CISCO SYSTEMS INC | -4.4% |
|
QUALCOMM INC | -4.1% |
|
NETAPP INC | -3.9% |
|
SUPER MICRO COMPUTER, INC. | -3.7% |
|
CIENA CORP | -3.5% |
|
COREWEAVE INC-CL A | -3.3% |