DTCR vs VNQ overlap - what they share and where they differ

DTCR and VNQ share 17.1% of their weight across 5 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

DTCR and VNQ

17.1%

5 shared positions

DTCR

Global X Data Center & Digital Infrastructure ETF

Reported positions cover 100% of the fund, 25 positions · May 31, 2026

Top 10: 66.2%·Holdings of DTCR

VNQ

VANGUARD REAL ESTATE INDEX FUND

Reported positions cover 100% of the fund, 144 positions · Apr 30, 2026

Top 10: 54.7%·Holdings of VNQ

Reported positions cover DTCR 100%, VNQ 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VNQ vs DTCR side by side

DTCRGlobal X Data Center & Digital Infrastructure ETF

25

stock positions reported to the SEC

56.4% of its weight is in 20 names VNQ does not hold

VNQVANGUARD REAL ESTATE INDEX FUND

144

stock positions reported to the SEC

82.6% of its weight is in 139 names DTCR does not hold

Where each fund's weight sits

DTCR
VNQ
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Real Estate
43.4%
79.0%
Technology
40.9%
1.3%
Communication Services
3.2%
0.0%
Utilities
0.0%
1.4%
Consumer Cyclical
0.0%
0.3%
Industrials
0.0%
0.0%

The widest gap is Technology: DTCR has 39.6 points more of it.

The figures side by side

DTCRVNQ
Filing dateMay 31, 2026Apr 30, 2026
Stock positions reported25144
Weight of the ten largest66.2%54.7%
Largest positionEQIX 12.2%VANGUARD REAL ESTATE II INDEX FUND 14.6%
Held alone20 positions, 56.4%139 positions, 82.6%
Covered by stock positions100%100%

Holdings they share

StockIn DTCRIn VNQCounted
EQIXEQUINIX, INC.12.21%5.64%5.64%
AMTAMERICAN TOWER CORPORATION9.63%4.54%4.54%
DLRDIGITAL REALTY TRUST, INC.10.90%3.66%3.66%
CCICROWN CASTLE INC.7.07%2.05%2.05%
SBACSBA COMMUNICATIONS CORPORATION3.62%1.25%1.25%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in DTCR

NEXTDC LIMITED5.30%
SKHYSK hynix Inc.4.72%
APLDAPPLIED DIGITAL CORPORATION4.49%
MUMICRON TECHNOLOGY, INC.4.42%
MRVLMARVELL TECHNOLOGY, INC.3.84%
INTCINTEL CORPORATION3.59%
KEPPEL DC REIT3.54%
AMDADVANCED MICRO DEVICES, INC.3.50%
UNITUNITI GROUP INC.3.23%
VNETVNET Group, Inc.2.89%

Only in VNQ

VANGUARD REAL ESTATE II INDEX FUND14.63%
WELLWelltower Inc7.84%
PLDPrologis Inc7.00%
SPGSimon Property Group Inc3.53%
ORealty Income Corp3.11%
PSAPublic Storage2.54%
CBRECBRE Group Inc2.25%
VTRVentas Inc2.19%
IRMIron Mountain Inc1.98%
EXRExtra Space Storage Inc1.61%

Questions people ask

Is DTCR the same as VNQ?

17.1% of their weight sits in the same 5 holdings. DTCR also reports NEXTDC LIMITED, SKHY, APLD, which the other does not. VNQ also reports VANGUARD REAL ESTATE II INDEX FUND, WELL, PLD, which the other does not.

How is the overlap between DTCR and VNQ measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of DTCR and 100% of VNQ, so the number cannot exceed the smaller coverage.

Which holds more, VNQ or DTCR?

DTCR reports 25 stock positions and VNQ reports 144. 56.4% of DTCR's weight sits in names VNQ does not hold, and 82.6% of VNQ's weight in names DTCR does not hold. The ten largest positions are 66.2% of DTCR and 54.7% of VNQ.

How do DTCR and VNQ differ by sector?

The widest gap is Technology: DTCR has 39.6 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.