Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
28
Number of overlapping holdings
71.8%
% of TDV's 39 holdings also in RYT
36.8%
% of RYT's 76 holdings also in TDV
Overlap by Weight
Sector Drift (TDV minus RYT)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in TDV |
Weight in RYT |
Overlap | |
|---|---|---|---|---|
 |
SKYWORKS SOLUTIONS INC | 2.9% | 1.5% | 1.5% |
|
BROADCOM INC. | 2.9% | 1.5% | 1.5% |
|
MICROSOFT CORP | 3.0% | 1.5% | 1.5% |
|
LAM RESEARCH CORP | 2.8% | 1.4% | 1.4% |
|
ANALOG DEVICES INC | 2.9% | 1.4% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
TDV Overweight Relative to RYT
|
LITTELFUSE INC | 2.7% |
|
DOLBY LABORATORIES INC-CL A | 2.7% |
|
BADGER METER INC | 2.6% |
|
POWER INTEGRATIONS INC | 2.6% |
|
AVNET INC | 2.5% |
|
VISHAY INTERTECHNOLOGY INC | 2.5% |
|
COGNEX CORP | 2.4% |
|
CASS INFORMATION SYSTEMS INC | 2.4% |
|
NATIONAL INSTRUMENTS CORP | 2.4% |
|
CSG SYSTEMS INTL INC | 2.3% |
TDV Underweight Relative to RYT
|
NVIDIA CORP | -1.9% |
|
ADVANCED MICRO DEVICES | -1.8% |
|
SALESFORCE.COM INC | -1.8% |
|
FIRST SOLAR INC | -1.7% |
|
ANSYS INC | -1.6% |
|
ARISTA NETWORKS, INC. | -1.6% |
|
MONOLITHIC POWER SYSTEMS INC | -1.6% |
|
CADENCE DESIGN SYS INC | -1.6% |
|
FORTINET INC | -1.5% |
|
ZEBRA TECHNOLOGIES CORP-CL A | -1.5% |