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
22.2%
% of IDGT's 28 holdings also in SRVR
30.0%
% of SRVR's 20 holdings also in IDGT
Overlap by Weight
Sector Drift (IDGT minus SRVR)
Overlapping Holdings
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| Company | Weight in IDGT |
Weight in SRVR |
Overlap | |
|---|---|---|---|---|
 |
DIGITAL REALTY TRUST INC | 11.3% | 17.6% | 11.3% |
|
EQUINIX INC | 10.3% | 16.0% | 10.3% |
|
AMERICAN TOWER CORP-CL A | 8.0% | 12.8% | 8.0% |
|
CROWN CASTLE INTL CORP | 8.4% | 4.1% | 4.1% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.0% | 4.2% | 4.0% |
Position Highlights (Non-Overlapping Exposures)
IDGT Overweight Relative to SRVR
|
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% |
|
CROWN CASTLE INTL CORP | 4.3% |
|
JUNIPER NETWORKS INC | 4.3% |
|
NETAPP INC | 3.1% |
IDGT Underweight Relative to SRVR
|
DIGITAL REALTY TRUST INC | -6.2% |
|
EQUINIX INC | -5.7% |
 |
CHINA TOWER CORP. LTD. CLASS H | -5.0% |
|
AMERICAN TOWER CORP-CL A | -4.8% |
|
IRON MOUNTAIN INC | -4.6% |
 |
NEXTDC LIMITED | -4.4% |
|
IRIDIUM COMMUNICATIONS INC. | -4.3% |
 |
CELLNEX TELECOM S.A. | -3.8% |
 |
INFRASTRUTTURE WIRELESS ITALIANE S.P | -3.8% |
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | -3.5% |