Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
18%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
XSD
45
HOLDINGS
24%
ALSO IN DRIV
DRIV
74
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 | 2.7% | 3.2% | 2.7% |
|
QUALCOMM INC | 2.3% | 2.4% | 2.3% |
|
INTEL CORP | 2.3% | 5.0% | 2.3% |
|
ON SEMICONDUCTOR CORPORATION | 2.1% | 1.8% | 1.8% |
|
SITIME CORPORATION | 2.2% | 1.7% | 1.7% |
XSD Overweight Relative to DRIV
|
ADVANCED MICRO DEVICES | 3.1% |
|
IMPINJ, INC. | 2.8% |
|
MICRON TECHNOLOGY INC | 2.7% |
|
BROADCOM INC. | 2.7% |
|
MAXLINEAR INC-CLASS A | 2.6% |
|
SILICON LABORATORIES INC | 2.6% |
|
TEXAS INSTRUMENTS INC | 2.6% |
|
LATTICE SEMICONDUCTOR CORP | 2.6% |
|
ANALOG DEVICES INC | 2.5% |
|
PENGUIN SOLUTIONS INC | 2.4% |
XSD Underweight Relative to DRIV
|
ALPHABET INC. CLASS A | -2.8% |
|
INTEL CORP | -2.7% |
|
MICROSOFT CORP | -2.3% |
 |
WISTRON NEWEB CORP | -2.3% |
 |
BLACKBERRY LIMITED | -2.3% |
 |
INFINEON TECHNOLOGIES AG | -2.2% |
 |
STMICROELECTRONICS NV | -2.1% |
 |
NEBIUS GROUP NV | -2.1% |
|
TESLA MOTORS INC | -2.0% |
 |
TOYOTA MOTOR CORP | -2.0% |