Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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7
Number of overlapping holdings
25.9%
% of IDGT's 28 holdings also in DTCR
28.0%
% of DTCR's 25 holdings also in IDGT
Overlap by Weight
Sector Drift (IDGT minus DTCR)
Overlapping Holdings
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Company | Weight in IDGT |
Weight in DTCR |
Overlap | |
---|---|---|---|---|
DIGITAL REALTY TRUST INC | 11.3% | 12.8% | 11.3% | |
EQUINIX INC | 10.3% | 12.7% | 10.3% | |
CROWN CASTLE INTL CORP | 8.4% | 8.6% | 8.4% | |
AMERICAN TOWER CORP-CL A | 8.0% | 10.7% | 8.0% | |
UNITI GROUP INC | 4.7% | 4.2% | 4.2% |
Position Highlights (Non-Overlapping Exposures)
IDGT Overweight Relative to DTCR
FASTLY, INC. CLASS A | 5.4% | |
MARVELL TECHNOLOGY, INC. | 5.2% | |
MOTOROLA SOLUTIONS | 5.0% | |
ARISTA NETWORKS, INC. | 4.9% | |
ERICSSON (LM) TEL-SP ADR | 4.9% | |
NOKIA CORP-SPON ADR | 4.8% | |
CISCO SYSTEMS INC | 4.6% | |
JUNIPER NETWORKS INC | 4.3% | |
NETAPP INC | 3.1% | |
QUALCOMM INC | 3.0% |
IDGT Underweight Relative to DTCR
GDS HOLDINGS LTD. SPONSORED ADR CLAS | -8.1% | |
KEPPEL DC REIT | -4.8% | |
CHINA TOWER CORP. LTD. CLASS H | -4.2% | |
NEXTDC LIMITED | -3.7% | |
PT SARANA MENARA NUSANTARA TBK | -3.1% | |
21VIANET GROUP, INC. SPONSORED ADR C | -2.8% | |
AMERICAN TOWER CORP-CL A | -2.7% | |
VERTIV HOLDINGS CO. CLASS A | -2.6% | |
APPLIED BLOCKCHAIN INC | -2.5% | |
EQUINIX INC | -2.4% |