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
18.5%
% of IDGT's 28 holdings also in IYZ
31.3%
% of IYZ's 20 holdings also in IDGT
Overlap by Weight
Sector Drift (IDGT minus IYZ)
Overlapping Holdings
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| Company | Weight in IDGT |
Weight in IYZ |
Overlap | |
|---|---|---|---|---|
 |
CISCO SYSTEMS INC | 4.6% | 17.2% | 4.6% |
|
MOTOROLA SOLUTIONS | 5.0% | 4.1% | 4.1% |
|
ARISTA NETWORKS, INC. | 4.9% | 4.1% | 4.1% |
|
JUNIPER NETWORKS INC | 4.3% | 3.2% | 3.2% |
|
CIENA CORP | 2.5% | 4.2% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
IDGT Overweight Relative to IYZ
|
DIGITAL REALTY TRUST INC | 11.3% |
|
EQUINIX INC | 10.3% |
|
CROWN CASTLE INTL CORP | 8.4% |
|
AMERICAN TOWER CORP-CL A | 8.0% |
|
FASTLY, INC. CLASS A | 5.4% |
|
MARVELL TECHNOLOGY, INC. | 5.2% |
 |
ERICSSON (LM) TEL-SP ADR | 4.9% |
 |
NOKIA CORP-SPON ADR | 4.8% |
|
UNITI GROUP INC | 4.7% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.0% |
IDGT Underweight Relative to IYZ
|
VERIZON COMMUNICATIONS INC | -13.0% |
|
CISCO SYSTEMS INC | -12.6% |
|
AT&T INC | -12.2% |
|
UBIQUITI INC. | -5.6% |
|
T-MOBILE US, INC. | -4.4% |
|
COMCAST CORP-CL A | -4.4% |
|
LIBERTY BROADBAND CORP. CLASS C | -4.3% |
|
CHARTER COMMUNICATIONS, INC. CLASS A | -4.1% |
|
IRIDIUM COMMUNICATIONS INC. | -3.5% |
|
ROKU, INC. CLASS A | -3.3% |