Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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23
Number of overlapping holdings
47.9%
% of IDAT's 50 holdings also in NXTG
23.2%
% of NXTG's 108 holdings also in IDAT
Overlap by Weight
Sector Drift (IDAT minus NXTG)
Overlapping Holdings
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| Company | Weight in IDAT |
Weight in NXTG |
Overlap | |
|---|---|---|---|---|
 |
AMERICAN TOWER CORP-CL A | 3.4% | 1.5% | 1.5% |
 |
INFRASTRUTTURE WIRELESS ITALIANE S.P.A. | 1.6% | 1.5% | 1.5% |
|
SBA COMMUNICATIONS CORP. CLASS A | 3.2% | 1.4% | 1.4% |
|
CROWN CASTLE INTL CORP | 3.2% | 1.4% | 1.4% |
 |
LM ERICSSON TELEFON AB CLASS B | 3.0% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IDAT Overweight Relative to NXTG
 |
NOKIA OYJ | 3.5% |
|
NUTANIX, INC. CLASS A | 2.9% |
 |
CELLNEX TELECOM S.A. | 2.8% |
 |
MURATA MANUFACTURING CO LTD | 2.7% |
|
CORNING INC | 2.7% |
|
SUPER MICRO COMPUTER, INC. | 2.5% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 2.4% |
|
DYNATRACE, INC. | 2.3% |
|
DUPONT DE NEMOURS INC | 2.2% |
|
MA-COM TECHNOLOGY SOLUTIONS | 2.1% |
IDAT Underweight Relative to NXTG
 |
XIAOMI CORP. CLASS B | -1.8% |
|
NEC CORP | -1.7% |
|
ELISA OYJ CLASS A | -1.6% |
|
NOKIA CORP-SPON ADR | -1.6% |
|
SOFTBANK CORP. | -1.5% |
 |
BT GROUP PLC | -1.5% |
|
KYOCERA CORP | -1.5% |
 |
ZTE CORP-H | -1.5% |
|
FUJITSU LTD | -1.4% |
|
SONY CORP | -1.4% |