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
25.0%
% of SRVR's 20 holdings also in WTRE
50.0%
% of WTRE's 74 holdings also in SRVR
Overlap by Weight
Sector Drift (SRVR minus WTRE)
Overlapping Holdings
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| Company | Weight in SRVR |
Weight in WTRE |
Overlap | |
|---|---|---|---|---|
 |
CHINA TOWER CORP. LTD. CLASS H | 5.2% | 5.0% | 5.0% |
 |
CELLNEX TELECOM S.A. | 3.8% | 4.2% | 3.8% |
 |
NEXTDC LIMITED | 3.9% | 1.2% | 1.2% |
 |
INFRASTRUTTURE WIRELESS ITALIANE S.P.A. | 3.9% | 1.1% | 1.1% |
 |
DIGITALBRIDGE GROUP, INC. CLASS A | 3.0% | 0.7% | 0.7% |
Position Highlights (Non-Overlapping Exposures)
SRVR Overweight Relative to WTRE
|
DIGITAL REALTY TRUST INC | 17.8% |
|
EQUINIX INC | 16.9% |
|
AMERICAN TOWER CORP-CL A | 12.7% |
|
IRIDIUM COMMUNICATIONS INC. | 4.5% |
|
IRON MOUNTAIN INC | 4.4% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.0% |
|
CROWN CASTLE INTL CORP | 3.7% |
 |
GDS HOLDINGS LTD. SPONSORED ADR CLAS | 3.3% |
 |
KEPPEL DC REIT | 3.1% |
 |
CHORUS LTD | 3.0% |
SRVR Underweight Relative to WTRE
|
AIRBNB, INC. CLASS A | -5.0% |
|
ESR CAYMAN LTD. | -0.8% |
 |
FABEGE AB | -0.6% |
|
CELLNEX TELECOM S.A. | -0.3% |
|
RADIUS GLOBAL INFRASTRUCTURE INC CLA | -0.3% |
|
CHINA AOYUAN PROPERTY GROUP | 0.0% |
|
CHINA TOWER CORP. LTD. CLASS H | 0.2% |
 |
EUTELSAT COMMUNICATIONS | 0.6% |
|
HKBN LTD. | 0.8% |
 |
PT SARANA MENARA NUSANTARA TBK | 1.1% |