Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
21%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
XNTK
35
HOLDINGS
23%
ALSO IN NRSH
NRSH
31
HOLDINGS
26%
ALSO IN XNTK
SECTOR DRIFT (XNTK minus NRSH)
OVERLAPPING HOLDINGS
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| Company | Weight in XNTK |
Weight in NRSH |
Overlap | |
|---|---|---|---|---|
 |
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.4% | 3.8% | 3.4% |
|
CISCO SYSTEMS INC | 3.5% | 3.3% | 3.3% |
|
MICRON TECHNOLOGY INC | 9.0% | 3.3% | 3.3% |
|
LAM RESEARCH CORP | 4.5% | 2.9% | 2.9% |
|
NVIDIA CORP | 2.8% | 3.5% | 2.8% |
XNTK Overweight Relative to NRSH
|
ADVANCED MICRO DEVICES | 5.8% |
|
INTEL CORP | 5.7% |
|
MICRON TECHNOLOGY INC | 5.7% |
|
MARVELL TECHNOLOGY, INC. | 5.4% |
|
APPLIED MATERIALS INC | 4.9% |
 |
ASML HOLDING NV-NY REG SHS | 3.8% |
|
TEXAS INSTRUMENTS INC | 3.7% |
|
ARISTA NETWORKS, INC. | 3.3% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 3.2% |
|
APPLE INC | 2.8% |
XNTK Underweight Relative to NRSH
 |
MULLEN GROUP LTD | -4.3% |
|
TENABLE HOLDINGS, INC. | -4.2% |
|
NETAPP INC | -3.6% |
 |
GRUPO AEROPORTUARIO DEL CENT | -3.6% |
|
ROCKWELL AUTOMATION INC | -3.5% |
|
HUNT (JB) TRANSPRT SVCS INC | -3.5% |
|
NETSCOUT SYSTEMS INC | -3.4% |
|
TFI INTERNATIONAL INC. | -3.3% |
|
API GROUP CORPORATION | -3.3% |
|
MASTEC INC | -3.3% |