Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
36%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
XNTK
35
HOLDINGS
40%
ALSO IN FDTX
FDTX
50
HOLDINGS
36%
ALSO IN XNTK
SECTOR DRIFT (XNTK minus FDTX)
OVERLAPPING HOLDINGS
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| Company | Weight in XNTK |
Weight in FDTX |
Overlap | |
|---|---|---|---|---|
 |
MICRON TECHNOLOGY INC | 9.3% | 9.1% | 9.1% |
|
MARVELL TECHNOLOGY, INC. | 5.8% | 10.1% | 5.8% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 3.2% | 6.2% | 3.2% |
|
NVIDIA CORP | 2.9% | 4.3% | 2.9% |
|
AMAZON.COM INC | 2.5% | 3.4% | 2.5% |
XNTK Overweight Relative to FDTX
|
INTEL CORP | 5.6% |
|
ADVANCED MICRO DEVICES | 5.0% |
|
LAM RESEARCH CORP | 4.2% |
|
APPLIED MATERIALS INC | 3.9% |
 |
ASML HOLDING NV-NY REG SHS | 3.5% |
|
TEXAS INSTRUMENTS INC | 3.2% |
|
CISCO SYSTEMS INC | 3.1% |
|
AMPHENOL CORP-CL A | 2.8% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.6% |
|
ALPHABET INC. CLASS A | 2.4% |
XNTK Underweight Relative to FDTX
|
WESTERN DIGITAL CORP | -5.2% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -4.6% |
|
MARVELL TECHNOLOGY, INC. | -4.3% |
|
MEDIATEK INC | -4.1% |
|
PALO ALTO NETWORKS INC | -3.5% |
|
ALPHABET INC. CLASS C | -3.3% |
|
TAIWAN SEMICONDUCTOR-SP ADR | -3.0% |
|
SHOPIFY, INC. CLASS A | -2.4% |
|
BE SEMICONDUCTOR INDUSTRIES | -2.3% |
|
DATADOG INC CLASS A | -2.1% |