Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
63%
OVERLAP
BY WEIGHT
56
# OF OVERLAPPING
HOLDINGS
IYW
139
HOLDINGS
43%
ALSO IN IXN
IXN
127
HOLDINGS
46%
ALSO IN IYW
SECTOR DRIFT (IYW minus IXN)
OVERLAPPING HOLDINGS
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| Company | Weight in IYW |
Weight in IXN |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 17.0% | 13.8% | 13.8% |
|
APPLE INC | 13.7% | 10.9% | 10.9% |
|
MICROSOFT CORP | 4.2% | 8.6% | 4.2% |
|
BROADCOM INC. | 3.8% | 5.5% | 3.8% |
|
ADVANCED MICRO DEVICES | 3.4% | 2.7% | 2.7% |
IYW Overweight Relative to IXN
|
ALPHABET INC. CLASS A | 7.0% |
|
ALPHABET INC. CLASS C | 5.7% |
|
NVIDIA CORP | 3.2% |
|
META PLATFORMS INC | 3.1% |
|
APPLE INC | 2.8% |
|
MARVELL TECHNOLOGY, INC. | 0.9% |
|
VERTIV HOLDINGS CO. CLASS A | 0.8% |
|
ADVANCED MICRO DEVICES | 0.7% |
|
LAM RESEARCH CORP | 0.5% |
|
APPLIED MATERIALS INC | 0.4% |
IYW Underweight Relative to IXN
 |
TAIWAN SEMICONDUCTOR MANUFAC | -4.6% |
|
MICROSOFT CORP | -4.4% |
 |
SAMSUNG ELECTRONICS CO LTD | -3.6% |
 |
ASML HOLDING NV | -2.8% |
|
HYNIX SEMICONDUCTOR INC | -1.8% |
|
CISCO SYSTEMS INC | -1.7% |
|
BROADCOM INC. | -1.6% |
|
ARISTA NETWORKS, INC. | -0.9% |
 |
SAP AG | -0.9% |
|
SHOPIFY, INC. CLASS A | -0.7% |