Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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6
Number of overlapping holdings
30.0%
% of SRVR's 20 holdings also in IDGT
22.2%
% of IDGT's 28 holdings also in SRVR
Overlap by Weight
Sector Drift (SRVR minus IDGT)
Overlapping Holdings
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| Company | Weight in SRVR |
Weight in IDGT |
Overlap | |
|---|---|---|---|---|
 |
DIGITAL REALTY TRUST INC | 17.6% | 11.3% | 11.3% |
|
EQUINIX INC | 16.0% | 10.3% | 10.3% |
|
AMERICAN TOWER CORP-CL A | 12.8% | 8.0% | 8.0% |
|
CROWN CASTLE INTL CORP | 4.1% | 8.4% | 4.1% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.2% | 4.0% | 4.0% |
Position Highlights (Non-Overlapping Exposures)
SRVR Overweight Relative to IDGT
|
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% |
SRVR Underweight Relative to IDGT
|
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% |