Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
28%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
XNTK
35
HOLDINGS
40%
ALSO IN SKYY
SKYY
64
HOLDINGS
24%
ALSO IN XNTK
SECTOR DRIFT (XNTK minus SKYY)
OVERLAPPING HOLDINGS
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| Company | Weight in XNTK |
Weight in SKYY |
Overlap | |
|---|---|---|---|---|
 |
ARISTA NETWORKS, INC. | 3.2% | 4.6% | 3.2% |
|
CISCO SYSTEMS INC | 3.0% | 3.1% | 3.0% |
|
ALPHABET INC. CLASS A | 3.0% | 4.4% | 3.0% |
|
AMAZON.COM INC | 2.7% | 4.0% | 2.7% |
|
MICROSOFT CORP | 2.4% | 3.6% | 2.4% |
XNTK Overweight Relative to SKYY
|
MICRON TECHNOLOGY INC | 5.1% |
|
LAM RESEARCH CORP | 4.3% |
|
APPLIED MATERIALS INC | 4.2% |
 |
ASML HOLDING NV-NY REG SHS | 4.0% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 3.8% |
|
INTEL CORP | 3.6% |
|
TEXAS INSTRUMENTS INC | 3.5% |
|
AMPHENOL CORP-CL A | 3.3% |
|
NVIDIA CORP | 3.0% |
|
NETFLIX INC | 3.0% |
XNTK Underweight Relative to SKYY
|
MONGODB, INC. CLASS A | -3.7% |
|
NUTANIX, INC. CLASS A | -3.6% |
|
AKAMAI TECHNOLOGIES | -3.3% |
|
LUMEN TECHNOLOGIES, INC. | -3.3% |
|
PURE STORAGE, INC. CLASS A | -3.2% |
|
CLOUDFLARE INC CLASS A | -2.6% |
|
DELL TECHNOLOGIES INC CLASS C | -2.5% |
|
DIGITALOCEAN HOLDINGS, INC. | -2.4% |
|
HEWLETT PACKARD ENTERPRISE CO. | -2.2% |
|
TWILIO, INC. CLASS A | -2.1% |