Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
18%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
XNTK
35
HOLDINGS
17%
ALSO IN DRIV
DRIV
75
HOLDINGS
8%
ALSO IN XNTK
SECTOR DRIFT (XNTK minus DRIV)
OVERLAPPING HOLDINGS
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| Company | Weight in XNTK |
Weight in DRIV |
Overlap | |
|---|---|---|---|---|
 |
INTEL CORP | 6.8% | 5.0% | 5.0% |
|
NVIDIA CORP | 3.0% | 3.0% | 3.0% |
|
ALPHABET INC. CLASS A | 3.1% | 2.9% | 2.9% |
|
QUALCOMM INC | 2.7% | 2.5% | 2.5% |
|
TESLA MOTORS INC | 2.2% | 2.3% | 2.2% |
XNTK Overweight Relative to DRIV
|
MICRON TECHNOLOGY INC | 7.1% |
|
MARVELL TECHNOLOGY, INC. | 5.0% |
|
ADVANCED MICRO DEVICES | 4.8% |
|
LAM RESEARCH CORP | 4.2% |
|
TEXAS INSTRUMENTS INC | 4.0% |
|
APPLIED MATERIALS INC | 4.0% |
|
CISCO SYSTEMS INC | 3.6% |
 |
ASML HOLDING NV-NY REG SHS | 3.3% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 3.3% |
|
BROADCOM INC. | 2.8% |
XNTK Underweight Relative to DRIV
|
WISTRON NEWEB CORP | -2.1% |
|
COHERENT INC | -2.1% |
 |
STMICROELECTRONICS NV | -2.1% |
|
BLOOM ENERGY CORPORATION CLASS A | -2.1% |
|
NEBIUS GROUP NV | -2.1% |
|
SITIME CORPORATION | -2.0% |
 |
INFINEON TECHNOLOGIES AG | -2.0% |
|
ON SEMICONDUCTOR CORPORATION | -2.0% |
 |
SAMSUNG SDI CO LTD | -1.9% |
 |
TOYOTA MOTOR CORP | -1.9% |