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

11.8%

% of IVRA's 51 holdings also in SRVR

30.0%

% of SRVR's 20 holdings also in IVRA

Overlap by Weight
Sector Drift (IVRA minus SRVR)
Overlapping Holdings

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Company Weight
in IVRA
Weight
in SRVR
Overlap
EQUINIX INC 5.8% 15.0% 5.8%
AMERICAN TOWER CORP-CL A 4.8% 13.8% 4.8%
CROWN CASTLE INTL CORP 3.3% 4.2% 3.3%
SBA COMMUNICATIONS CORP. CLASS A 2.8% 4.3% 2.8%
DIGITAL REALTY TRUST INC 1.2% 15.2% 1.2%

Position Highlights (Non-Overlapping Exposures)
IVRA Overweight Relative to SRVR
PROLOGIS INC 5.9%
CHENIERE ENERGY INC 4.9%
ENBRIDGE INC 4.8%
PUBLIC STORAGE 3.9%
SIMON PROPERTY GROUP INC 3.8%
TARGA RESOURCES CORP 3.0%
ALEXANDRIA REAL ESTATE EQUIT 2.9%
SUN COMMUNITIES INC 2.7%
GIBSON ENERGY INC 2.7%
REXFORD INDUSTRIAL REALTY IN 2.3%
IVRA Underweight Relative to SRVR
DIGITAL REALTY TRUST INC -14.0%
EQUINIX INC -9.2%
AMERICAN TOWER CORP-CL A -9.0%
CHINA TOWER CORP. LTD. CLASS H -5.2%
NEXTDC LIMITED -4.7%
IRON MOUNTAIN INC -4.6%
IRIDIUM COMMUNICATIONS INC. -4.3%
INFRASTRUTTURE WIRELESS ITALIANE S.P -4.3%
CELLNEX TELECOM S.A. -4.2%
GDS HOLDINGS LTD. SPONSORED ADR CLAS -3.3%
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