Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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22
Number of overlapping holdings
22.2%
% of NXTG's 111 holdings also in IDAT
48.9%
% of IDAT's 47 holdings also in NXTG
Overlap by Weight
Sector Drift (NXTG minus IDAT)
Overlapping Holdings
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| Company | Weight in NXTG |
Weight in IDAT |
Overlap | |
|---|---|---|---|---|
 |
CIENA CORP | 1.7% | 3.1% | 1.7% |
 |
LM ERICSSON TELEFON AB CLASS B | 1.5% | 3.0% | 1.5% |
|
ARISTA NETWORKS, INC. | 1.5% | 3.9% | 1.5% |
|
MARVELL TECHNOLOGY, INC. | 1.5% | 3.7% | 1.5% |
|
SBA COMMUNICATIONS CORP. CLASS A | 1.4% | 1.8% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
NXTG Overweight Relative to IDAT
 |
XIAOMI CORP. CLASS B | 1.9% |
|
F5 NETWORKS INC | 1.7% |
|
INTL BUSINESS MACHINES CORP | 1.6% |
|
MOTOROLA SOLUTIONS | 1.5% |
|
DIGITAL REALTY TRUST INC | 1.5% |
|
CISCO SYSTEMS INC | 1.5% |
|
EQUINIX INC | 1.5% |
 |
HCL TECHNOLOGIES LTD | 1.5% |
|
WIPRO LTD-ADR | 1.5% |
|
KEYSIGHT TECHNOLOGIES INC | 1.4% |
NXTG Underweight Relative to IDAT
|
NVIDIA CORP | -4.9% |
|
PURE STORAGE, INC. CLASS A | -3.4% |
|
WESTERN DIGITAL CORP | -3.2% |
|
TWILIO, INC. CLASS A | -3.1% |
|
NUTANIX, INC. CLASS A | -2.9% |
 |
NOKIA OYJ | -2.8% |
|
DATADOG INC CLASS A | -2.7% |
|
CLOUDFLARE INC CLASS A | -2.6% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -2.6% |
|
DUPONT DE NEMOURS INC | -2.4% |