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
6
Number of overlapping holdings
16.7%
% of TDV's 36 holdings also in SNSR
11.3%
% of SNSR's 53 holdings also in TDV
Overlap by Weight
Sector Drift (TDV minus SNSR)
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 SNSR |
Overlap | |
|---|---|---|---|---|
 |
SKYWORKS SOLUTIONS INC | 2.7% | 5.2% | 2.7% |
|
BADGER METER INC | 2.8% | 2.4% | 2.4% |
|
QUALCOMM INC | 2.9% | 2.3% | 2.3% |
|
ANALOG DEVICES INC | 2.7% | 2.1% | 2.1% |
|
CISCO SYSTEMS INC | 2.5% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
TDV Overweight Relative to SNSR
|
LAM RESEARCH CORP | 3.2% |
|
KLA-TENCOR CORPORATION | 3.1% |
|
BROADCOM INC. | 3.1% |
|
CASS INFORMATION SYSTEMS INC | 3.1% |
|
AMPHENOL CORP-CL A | 3.1% |
|
CDW CORP/DE | 3.0% |
|
MASTERCARD INCORPORATED CLASS A | 2.9% |
 |
TE CONNECTIVITY | 2.9% |
|
CORNING INC | 2.9% |
|
INTUIT INC | 2.9% |
TDV Underweight Relative to SNSR
|
GARMIN LTD | -7.2% |
|
DEXCOM INC | -6.5% |
 |
NEC ELECTRONICS CORP | -5.8% |
|
STMICROELECTRONICS NV | -5.3% |
|
LATTICE SEMICONDUCTOR CORP | -3.9% |
 |
ADVANTECH CO LTD | -3.8% |
|
SAMSARA, INC. CLASS A | -3.1% |
|
SENSATA TECHNOLOGIES HOLDING PLC | -2.6% |
|
SKYWORKS SOLUTIONS INC | -2.5% |
|
RAMBUS INC | -2.5% |