Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
16%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
XSD
42
HOLDINGS
27%
ALSO IN DRIV
DRIV
75
HOLDINGS
15%
ALSO IN XSD
SECTOR DRIFT (XSD minus DRIV)
OVERLAPPING HOLDINGS
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| Company | Weight in XSD |
Weight in DRIV |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 2.6% | 2.8% | 2.6% |
|
INTEL CORP | 3.0% | 2.5% | 2.5% |
|
QUALCOMM INC | 2.1% | 2.1% | 2.1% |
 |
NXP SEMICONDUCTORS NV | 2.7% | 1.4% | 1.4% |
|
ON SEMICONDUCTOR CORPORATION | 3.3% | 1.4% | 1.4% |
XSD Overweight Relative to DRIV
|
MICRON TECHNOLOGY INC | 4.2% |
|
SILICON LABORATORIES INC | 3.8% |
|
MA-COM TECHNOLOGY SOLUTIONS | 3.6% |
|
POWER INTEGRATIONS INC | 3.4% |
|
ANALOG DEVICES INC | 3.4% |
|
LATTICE SEMICONDUCTOR CORP | 3.3% |
|
MONOLITHIC POWER SYSTEMS INC | 3.2% |
|
TEXAS INSTRUMENTS INC | 3.2% |
|
SEMTECH CORP | 3.1% |
|
CIRRUS LOGIC INC | 3.0% |
XSD Underweight Relative to DRIV
 |
TOYOTA MOTOR CORP | -2.9% |
|
ALPHABET INC. CLASS A | -2.8% |
|
TESLA MOTORS INC | -2.7% |
|
MICROSOFT CORP | -2.5% |
|
HONEYWELL INTERNATIONAL INC | -2.4% |
 |
RIO TINTO PLC | -2.0% |
 |
WISTRON NEWEB CORP | -1.9% |
 |
SAMSUNG SDI CO LTD | -1.8% |
|
COHERENT INC | -1.7% |
 |
INFINEON TECHNOLOGIES AG | -1.7% |