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
35%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
REAI
21
HOLDINGS
29%
ALSO IN IDGT
IDGT
25
HOLDINGS
26%
ALSO IN REAI
SECTOR DRIFT (REAI minus IDGT)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in REAI |
Weight in IDGT |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 9.3% | 9.6% | 9.3% |
|
DIGITAL REALTY TRUST INC | 9.0% | 8.9% | 8.9% |
|
AMERICAN TOWER CORP-CL A | 5.7% | 9.4% | 5.7% |
|
CROWN CASTLE INTL CORP | 5.6% | 8.0% | 5.6% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.7% | 4.3% | 4.3% |
REAI Overweight Relative to IDGT
|
UNITI GROUP INC | 12.0% |
 |
DIGITAL CORE REIT | 9.3% |
|
PROLOGIS INC | 5.2% |
|
FIRST INDUSTRIAL REALTY TR | 5.2% |
|
STAG INDUSTRIAL INC | 5.0% |
|
REXFORD INDUSTRIAL REALTY IN | 4.9% |
|
KEPPEL DC REIT | 4.7% |
|
IRON MOUNTAIN INC | 4.0% |
 |
21VIANET GROUP, INC. SPONSORED ADR C | 2.2% |
|
GDS HOLDINGS LTD. SPONSORED ADR CLAS | 2.0% |
REAI Underweight Relative to IDGT
|
FASTLY, INC. CLASS A | -7.4% |
|
COMMSCOPE HOLDING CO INC | -5.4% |
|
QUALCOMM INC | -4.9% |
 |
NOKIA CORP-SPON ADR | -4.4% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -4.0% |
|
CALIX INC | -3.9% |
|
AMERICAN TOWER CORP-CL A | -3.7% |
|
MOTOROLA SOLUTIONS | -3.4% |
|
A10 NETWORKS INC | -3.2% |
|
CISCO SYSTEMS INC | -2.7% |