Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
19%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
XSD
45
HOLDINGS
26%
ALSO IN DRIV
DRIV
75
HOLDINGS
15%
ALSO IN XSD
SECTOR DRIFT (XSD minus DRIV)
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 XSD |
Weight in DRIV |
Overlap | |
|---|---|---|---|---|
 |
INTEL CORP | 4.0% | 6.1% | 4.0% |
|
QUALCOMM INC | 2.4% | 2.7% | 2.4% |
|
ON SEMICONDUCTOR CORPORATION | 2.9% | 2.1% | 2.1% |
|
SITIME CORPORATION | 3.0% | 1.9% | 1.9% |
|
ALLEGRO MICROSYSTEMS, INC. | 2.6% | 1.7% | 1.7% |
XSD Overweight Relative to DRIV
|
MAXLINEAR INC-CLASS A | 5.7% |
|
MARVELL TECHNOLOGY, INC. | 4.9% |
|
ASTERA LABS INC | 4.8% |
|
MICRON TECHNOLOGY INC | 3.9% |
|
ADVANCED MICRO DEVICES | 3.8% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | 3.4% |
|
NAVITAS SEMICONDUCTOR CORPORATION | 3.1% |
|
PENGUIN SOLUTIONS INC | 2.9% |
|
POWER INTEGRATIONS INC | 2.7% |
|
SEMTECH CORP | 2.6% |
XSD Underweight Relative to DRIV
 |
NEBIUS GROUP NV | -2.7% |
|
ALPHABET INC. CLASS A | -2.7% |
 |
STMICROELECTRONICS NV | -2.6% |
|
BLOOM ENERGY CORPORATION CLASS A | -2.5% |
 |
INFINEON TECHNOLOGIES AG | -2.4% |
 |
WISTRON NEWEB CORP | -2.2% |
|
TESLA MOTORS INC | -2.2% |
|
COHERENT INC | -2.1% |
|
INTEL CORP | -2.1% |
|
MICROSOFT CORP | -2.0% |