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
36%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
WTRE
61
HOLDINGS
29%
ALSO IN SRVR
SRVR
58
HOLDINGS
28%
ALSO IN WTRE
SECTOR DRIFT (WTRE minus SRVR)
OVERLAPPING HOLDINGS
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| Company | Weight in WTRE |
Weight in SRVR |
Overlap | |
|---|---|---|---|---|
 |
EQUINIX INC | 6.0% | 16.8% | 6.0% |
|
DIGITAL REALTY TRUST INC | 5.2% | 17.7% | 5.2% |
|
IRON MOUNTAIN INC | 4.8% | 4.9% | 4.8% |
|
AMERICAN TOWER CORP-CL A | 4.1% | 14.5% | 4.1% |
|
CROWN CASTLE INTL CORP | 4.0% | 4.0% | 4.0% |
WTRE Overweight Relative to SRVR
|
PROLOGIS INC | 6.4% |
 |
GOODMAN GROUP | 4.9% |
|
AST SPACEMOBILE, INC. CLASS A | 4.0% |
|
LEXINGTON REALTY TRUST | 3.2% |
|
IREN LTD | 3.0% |
|
APPLIED BLOCKCHAIN INC | 2.7% |
 |
HUT 8 CORP | 2.5% |
|
TERAWULF INC. | 2.3% |
|
RIOT BLOCKCHAIN INC | 2.1% |
|
HEALTHPEAK PROPERTIES, INC. | 2.0% |
WTRE Underweight Relative to SRVR
|
DIGITAL REALTY TRUST INC | -12.4% |
|
EQUINIX INC | -10.7% |
|
AMERICAN TOWER CORP-CL A | -10.5% |
 |
CHINA TOWER CORP. LTD. CLASS H | -2.2% |
|
NEXTDC LIMITED | -1.8% |
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | -1.7% |
|
SBA COMMUNICATIONS CORP. CLASS A | -1.3% |
 |
CELLNEX TELECOM S.A. | -1.2% |
|
UNITI GROUP INC | -1.0% |
 |
ROLLS-ROYCE GROUP PLC | -1.0% |