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
6
Number of overlapping holdings
24.0%
% of IDGT's 26 holdings also in SRVR
30.0%
% of SRVR's 21 holdings also in IDGT
Overlap by Weight
Sector Drift (IDGT minus SRVR)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in IDGT |
Weight in SRVR |
Overlap | |
|---|---|---|---|---|
 |
AMERICAN TOWER CORP-CL A | 10.2% | 16.1% | 10.2% |
|
EQUINIX INC | 9.6% | 15.1% | 9.6% |
|
DIGITAL REALTY TRUST INC | 9.5% | 15.0% | 9.5% |
|
CROWN CASTLE INTL CORP | 10.1% | 4.7% | 4.7% |
|
SBA COMMUNICATIONS CORP. CLASS A | 3.9% | 4.7% | 3.9% |
Position Highlights (Non-Overlapping Exposures)
IDGT Overweight Relative to SRVR
|
CROWN CASTLE INTL CORP | 5.4% |
|
FASTLY, INC. CLASS A | 4.9% |
|
CISCO SYSTEMS INC | 4.6% |
|
ARISTA NETWORKS, INC. | 4.4% |
 |
ERICSSON (LM) TEL-SP ADR | 4.4% |
|
JUNIPER NETWORKS INC | 4.2% |
 |
NOKIA CORP-SPON ADR | 4.0% |
|
MOTOROLA SOLUTIONS | 3.4% |
|
CALIX INC | 3.1% |
|
QUALCOMM INC | 3.1% |
IDGT Underweight Relative to SRVR
|
AMERICAN TOWER CORP-CL A | -5.9% |
|
EQUINIX INC | -5.5% |
|
DIGITAL REALTY TRUST INC | -5.5% |
 |
INFRASTRUTTURE WIRELESS ITALIANE S.P | -4.8% |
 |
CELLNEX TELECOM S.A. | -4.8% |
|
IRON MOUNTAIN INC | -4.6% |
 |
CHINA TOWER CORP. LTD. CLASS H | -4.2% |
 |
NEXTDC LIMITED | -4.2% |
 |
KEPPEL DC REIT | -3.9% |
|
IRIDIUM COMMUNICATIONS INC. | -3.6% |