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
42
HOLDINGS
26%
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 | |
|---|---|---|---|---|
 |
INTEL CORP | 3.3% | 4.6% | 3.3% |
|
QUALCOMM INC | 2.6% | 2.7% | 2.6% |
|
ON SEMICONDUCTOR CORPORATION | 3.1% | 2.0% | 2.0% |
|
NVIDIA CORP | 1.8% | 2.7% | 1.8% |
|
SITIME CORPORATION | 2.8% | 1.6% | 1.6% |
XSD Overweight Relative to DRIV
|
MAXLINEAR INC-CLASS A | 5.8% |
|
MARVELL TECHNOLOGY, INC. | 4.6% |
|
ASTERA LABS INC | 4.1% |
|
NAVITAS SEMICONDUCTOR CORPORATION | 3.7% |
|
ADVANCED MICRO DEVICES | 3.6% |
|
MICRON TECHNOLOGY INC | 3.3% |
|
PENGUIN SOLUTIONS INC | 2.9% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | 2.8% |
|
SEMTECH CORP | 2.8% |
|
POWER INTEGRATIONS INC | 2.6% |
XSD Underweight Relative to DRIV
|
ALPHABET INC. CLASS A | -2.7% |
 |
STMICROELECTRONICS NV | -2.5% |
 |
WISTRON NEWEB CORP | -2.4% |
 |
INFINEON TECHNOLOGIES AG | -2.3% |
|
MICROSOFT CORP | -2.2% |
 |
NEBIUS GROUP NV | -2.2% |
|
TESLA MOTORS INC | -2.2% |
 |
BLACKBERRY LIMITED | -2.1% |
|
COHERENT INC | -2.1% |
|
BLOOM ENERGY CORPORATION CLASS A | -2.0% |