Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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49
Number of overlapping holdings
42.2%
% of IXN's 117 holdings also in IYW
40.5%
% of IYW's 131 holdings also in IXN
Overlap by Weight
Sector Drift (IXN minus IYW)
Overlapping Holdings
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| Company | Weight in IXN |
Weight in IYW |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 20.3% | 18.8% | 18.8% |
|
APPLE INC | 16.4% | 15.3% | 15.3% |
|
NVIDIA CORP | 9.5% | 11.6% | 9.5% |
|
BROADCOM INC. | 3.9% | 3.0% | 3.0% |
|
SALESFORCE.COM INC | 1.9% | 2.5% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
IXN Overweight Relative to IYW
 |
TAIWAN SEMICONDUCTOR MANUFAC | 4.1% |
 |
ASML HOLDING NV | 2.6% |
 |
SAMSUNG ELECTRONICS CO LTD | 2.1% |
|
MICROSOFT CORP | 1.5% |
 |
ACCENTURE PLC-CL A | 1.5% |
|
CISCO SYSTEMS INC | 1.4% |
 |
SAP AG | 1.3% |
|
APPLE INC | 1.1% |
|
BROADCOM INC. | 0.9% |
 |
TOKYO ELECTRON LTD | 0.8% |
IXN Underweight Relative to IYW
|
META PLATFORMS INC | -4.1% |
|
ALPHABET INC. CLASS A | -3.0% |
|
ALPHABET INC. CLASS C | -2.6% |
|
NVIDIA CORP | -2.1% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -0.6% |
|
SALESFORCE.COM INC | -0.6% |
|
MARVELL TECHNOLOGY, INC. | -0.5% |
|
ADOBE SYSTEMS INC | -0.5% |
|
WORKDAY INC-CLASS A | -0.5% |
|
SNOWFLAKE, INC. CLASS A | -0.4% |