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
12%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
SRVR
21
HOLDINGS
24%
ALSO IN WTRE
WTRE
74
HOLDINGS
50%
ALSO IN SRVR
SECTOR DRIFT (SRVR minus WTRE)
OVERLAPPING HOLDINGS
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| Company | Weight in SRVR |
Weight in WTRE |
Overlap | |
|---|---|---|---|---|
 |
CHINA TOWER CORP. LTD. CLASS H | 5.2% | 59.1% | 5.2% |
 |
CELLNEX TELECOM S.A. | 4.0% | 4.3% | 4.0% |
 |
NEXTDC LIMITED | 3.8% | 1.2% | 1.2% |
 |
INFRASTRUTTURE WIRELESS ITALIANE S.P.A. | 3.7% | 1.2% | 1.2% |
 |
DIGITALBRIDGE GROUP, INC. CLASS A | 3.2% | 0.5% | 0.5% |
SRVR Overweight Relative to WTRE
|
DIGITAL REALTY TRUST INC | 15.2% |
|
EQUINIX INC | 15.0% |
|
AMERICAN TOWER CORP-CL A | 14.7% |
 |
KEPPEL DC REIT | 4.7% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.6% |
|
CROWN CASTLE INTL CORP | 4.5% |
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | 4.4% |
|
IRON MOUNTAIN INC | 4.2% |
 |
SES | 3.3% |
|
DIGITALBRIDGE GROUP, INC. CLASS A | 2.6% |
SRVR Underweight Relative to WTRE
|
CHINA TOWER CORP. LTD. CLASS H | -53.9% |
|
ESR CAYMAN LTD. | -42.1% |
|
AIRBNB, INC. CLASS A | -4.4% |
 |
FABEGE AB | -0.6% |
|
CELLNEX TELECOM S.A. | -0.3% |
|
RADIUS GLOBAL INFRASTRUCTURE INC CLA | -0.3% |
|
CHINA AOYUAN PROPERTY GROUP | 0.0% |
|
SUNEVISION HOLDINGS | 0.5% |
 |
EUTELSAT COMMUNICATIONS | 0.7% |
|
HKBN LTD. | 0.8% |