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
XNTK
35
HOLDINGS
63%
ALSO IN WTAI
WTAI
57
HOLDINGS
41%
ALSO IN XNTK
SECTOR DRIFT (XNTK minus WTAI)
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 XNTK |
Weight in WTAI |
Overlap | |
|---|---|---|---|---|
 |
MICRON TECHNOLOGY INC | 9.0% | 5.4% | 5.4% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 3.2% | 3.1% | 3.1% |
|
NVIDIA CORP | 2.8% | 4.2% | 2.8% |
|
MARVELL TECHNOLOGY, INC. | 5.4% | 2.5% | 2.5% |
|
LAM RESEARCH CORP | 4.5% | 2.5% | 2.5% |
XNTK Overweight Relative to WTAI
|
INTEL CORP | 4.1% |
|
APPLIED MATERIALS INC | 3.6% |
|
ADVANCED MICRO DEVICES | 3.6% |
|
MICRON TECHNOLOGY INC | 3.5% |
|
ARISTA NETWORKS, INC. | 3.3% |
|
MARVELL TECHNOLOGY, INC. | 2.9% |
|
APPLE INC | 2.8% |
|
AMPHENOL CORP-CL A | 2.8% |
|
TEXAS INSTRUMENTS INC | 2.7% |
 |
ASML HOLDING NV-NY REG SHS | 2.3% |
XNTK Underweight Relative to WTAI
 |
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% |