Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
47%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
SRVR
21
HOLDINGS
48%
ALSO IN REAI
REAI
21
HOLDINGS
48%
ALSO IN SRVR
SECTOR DRIFT (SRVR minus REAI)
OVERLAPPING HOLDINGS
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| Company | Weight in SRVR |
Weight in REAI |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 15.3% | 9.3% | 9.3% |
|
DIGITAL REALTY TRUST INC | 14.2% | 9.0% | 9.0% |
|
AMERICAN TOWER CORP-CL A | 14.9% | 5.7% | 5.7% |
 |
KEPPEL DC REIT | 4.8% | 4.7% | 4.7% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.6% | 4.7% | 4.6% |
SRVR Overweight Relative to REAI
|
AMERICAN TOWER CORP-CL A | 9.2% |
|
EQUINIX INC | 5.9% |
|
DIGITAL REALTY TRUST INC | 5.2% |
 |
CHINA TOWER CORP. LTD. CLASS H | 5.2% |
 |
CELLNEX TELECOM S.A. | 4.1% |
 |
NEXTDC LIMITED | 3.8% |
 |
INFRASTRUTTURE WIRELESS ITALIANE S.P | 3.6% |
 |
SES | 3.3% |
|
DIGITALBRIDGE GROUP, INC. CLASS A | 3.2% |
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | 2.6% |
SRVR Underweight Relative to REAI
|
UNITI GROUP INC | -10.5% |
|
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% |
 |
NEBIUS GROUP NV | -1.9% |
|
NEXTRACKER, INC. CLASS A | -1.8% |
|
IRIS ENERGY LTD. | -1.7% |
|
VERTIV HOLDINGS CO. CLASS A | -1.7% |