Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
30.8%
% of XSD's 39 holdings also in SNSR
22.6%
% of SNSR's 53 holdings also in XSD
Overlap by Weight
Sector Drift (XSD minus SNSR)
Overlapping Holdings
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| Company | Weight in XSD |
Weight in SNSR |
Overlap | |
|---|---|---|---|---|
 |
RAMBUS INC | 2.5% | 2.5% | 2.5% |
|
SKYWORKS SOLUTIONS INC | 2.4% | 5.2% | 2.4% |
|
LATTICE SEMICONDUCTOR CORP | 2.4% | 3.9% | 2.4% |
|
QUALCOMM INC | 3.0% | 2.3% | 2.3% |
|
ANALOG DEVICES INC | 3.0% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
XSD Overweight Relative to SNSR
|
SEMTECH CORP | 4.2% |
|
SITIME CORPORATION | 3.6% |
|
MICRON TECHNOLOGY INC | 3.5% |
|
FIRST SOLAR INC | 3.3% |
|
CIRRUS LOGIC INC | 3.2% |
|
MA-COM TECHNOLOGY SOLUTIONS | 3.1% |
|
TEXAS INSTRUMENTS INC | 3.0% |
|
MICROCHIP TECHNOLOGY INC | 2.9% |
|
NVIDIA CORP | 2.9% |
|
BROADCOM INC. | 2.8% |
XSD Underweight Relative to SNSR
 |
GARMIN LTD | -7.2% |
|
DEXCOM INC | -6.5% |
 |
NEC ELECTRONICS CORP | -5.8% |
|
STMICROELECTRONICS NV | -5.3% |
 |
ADVANTECH CO LTD | -3.8% |
|
SAMSARA, INC. CLASS A | -3.1% |
|
SKYWORKS SOLUTIONS INC | -2.7% |
|
SENSATA TECHNOLOGIES HOLDING PLC | -2.6% |
|
ADT, INC. | -2.5% |
|
BADGER METER INC | -2.4% |