Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
70%
OVERLAP
BY WEIGHT
57
# OF OVERLAPPING
HOLDINGS
IXN
127
HOLDINGS
46%
ALSO IN IYW
IYW
139
HOLDINGS
40%
ALSO IN IXN
SECTOR DRIFT (IXN minus IYW)
OVERLAPPING HOLDINGS
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| Company | Weight in IXN |
Weight in IYW |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 14.5% | 14.1% | 14.1% |
|
APPLE INC | 12.7% | 12.7% | 12.7% |
|
MICROSOFT CORP | 10.0% | 10.7% | 10.0% |
|
BROADCOM INC. | 4.9% | 4.2% | 4.2% |
|
MICRON TECHNOLOGY INC | 4.0% | 3.4% | 3.4% |
IXN Overweight Relative to IYW
 |
TAIWAN SEMICONDUCTOR MANUFAC | 5.1% |
 |
SAMSUNG ELECTRONICS CO LTD | 3.6% |
 |
ASML HOLDING NV | 2.5% |
|
SK HYNIX INC | 2.4% |
|
CISCO SYSTEMS INC | 1.6% |
 |
SAP AG | 0.8% |
|
ARISTA NETWORKS, INC. | 0.7% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 0.7% |
|
MEDIATEK INC | 0.7% |
|
MICRON TECHNOLOGY INC | 0.7% |
IXN Underweight Relative to IYW
|
ALPHABET INC. CLASS A | -5.8% |
|
ALPHABET INC. CLASS C | -4.7% |
|
META PLATFORMS INC | -3.6% |
|
MICROSOFT CORP | -0.7% |
|
SNOWFLAKE, INC. CLASS A | -0.6% |
|
LAM RESEARCH CORP | -0.5% |
|
APPLIED MATERIALS INC | -0.5% |
|
VERTIV HOLDINGS CO. CLASS A | -0.5% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -0.5% |
|
CLOUDFLARE INC CLASS A | -0.5% |