Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
42%
OVERLAP
BY WEIGHT
22
# OF OVERLAPPING
HOLDINGS
WTAI
57
HOLDINGS
41%
ALSO IN XNTK
XNTK
35
HOLDINGS
63%
ALSO IN WTAI
SECTOR DRIFT (WTAI minus XNTK)
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 WTAI |
Weight in XNTK |
Overlap | |
|---|---|---|---|---|
 |
MICRON TECHNOLOGY INC | 5.4% | 8.9% | 5.4% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 3.1% | 3.2% | 3.1% |
|
NVIDIA CORP | 4.2% | 2.7% | 2.7% |
|
AMAZON.COM INC | 3.6% | 2.5% | 2.5% |
|
MARVELL TECHNOLOGY, INC. | 2.5% | 6.2% | 2.5% |
WTAI Overweight Relative to XNTK
 |
SAMSUNG ELECTRONICS CO LTD | 5.0% |
|
SK SQUARE CO., LTD. | 3.7% |
|
PALO ALTO NETWORKS INC | 2.6% |
|
DIGITALOCEAN HOLDINGS, INC. | 2.0% |
|
TERADYNE INC | 2.0% |
|
LUMENTUM HOLDINGS INC | 2.0% |
|
GE VERONA | 1.9% |
|
SNOWFLAKE, INC. CLASS A | 1.9% |
|
VERTIV HOLDINGS CO. CLASS A | 1.8% |
 |
SOFTBANK GROUP CORP. | 1.7% |
WTAI Underweight Relative to XNTK
|
MARVELL TECHNOLOGY, INC. | -3.7% |
|
INTEL CORP | -3.7% |
|
MICRON TECHNOLOGY INC | -3.5% |
|
ARISTA NETWORKS, INC. | -3.4% |
|
APPLIED MATERIALS INC | -2.9% |
|
ADVANCED MICRO DEVICES | -2.7% |
|
AMPHENOL CORP-CL A | -2.7% |
|
APPLE INC | -2.5% |
|
TEXAS INSTRUMENTS INC | -2.3% |
|
MICROSOFT CORP | -2.2% |