Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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5
Number of overlapping holdings
16.7%
% of ICF's 30 holdings also in IDGT
20.0%
% of IDGT's 26 holdings also in ICF
Overlap by Weight
Sector Drift (ICF minus IDGT)
Overlapping Holdings
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| Company | Weight in ICF | Weight in IDGT | Overlap | |
|---|---|---|---|---|
 |
AMERICAN TOWER CORP-CL A | 9.2% | 10.2% | 9.2% |
|
EQUINIX INC | 7.0% | 9.6% | 7.0% |
|
CROWN CASTLE INTL CORP | 5.0% | 10.1% | 5.0% |
|
DIGITAL REALTY TRUST INC | 4.5% | 9.5% | 4.5% |
|
SBA COMMUNICATIONS CORP. CLASS A | 2.7% | 3.9% | 2.7% |
Position Highlights (Non-Overlapping Exposures)
ICF Overweight Relative to IDGT
|
WELLTOWER, INC. | 8.7% |
|
PROLOGIS INC | 7.6% |
|
SIMON PROPERTY GROUP INC | 5.2% |
|
REALTY INCOME CORP | 4.8% |
|
PUBLIC STORAGE | 4.4% |
|
VICI PROPERTIES INC | 3.8% |
|
EXTRA SPACE STORAGE INC | 3.4% |
|
AVALONBAY COMMUNITIES INC | 3.4% |
|
IRON MOUNTAIN INC | 2.8% |
|
EQUITY RESIDENTIAL | 2.8% |
ICF Underweight Relative to IDGT
|
CROWN CASTLE INTL CORP | -5.1% |
|
DIGITAL REALTY TRUST INC | -5.0% |
|
FASTLY, INC. CLASS A | -4.9% |
|
CISCO SYSTEMS INC | -4.6% |
|
ARISTA NETWORKS, INC. | -4.4% |
 |
ERICSSON (LM) TEL-SP ADR | -4.4% |
|
UNITI GROUP INC | -4.4% |
|
JUNIPER NETWORKS INC | -4.2% |
 |
NOKIA CORP-SPON ADR | -4.0% |
|
MOTOROLA SOLUTIONS | -3.4% |