Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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22
Number of overlapping holdings
48.9%
% of IDAT's 47 holdings also in NXTG
22.0%
% of NXTG's 113 holdings also in IDAT
Overlap by Weight
Sector Drift (IDAT minus NXTG)
Overlapping Holdings
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| Company | Weight in IDAT |
Weight in NXTG |
Overlap | |
|---|---|---|---|---|
 |
CIENA CORP | 3.1% | 1.7% | 1.7% |
|
ARISTA NETWORKS, INC. | 3.9% | 1.5% | 1.5% |
 |
LM ERICSSON TELEFON AB CLASS B | 2.9% | 1.5% | 1.5% |
|
MARVELL TECHNOLOGY, INC. | 3.7% | 1.5% | 1.5% |
|
NVIDIA CORP | 6.3% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IDAT Overweight Relative to NXTG
|
NVIDIA CORP | 5.0% |
|
NUTANIX, INC. CLASS A | 3.3% |
|
PURE STORAGE, INC. CLASS A | 3.3% |
|
TWILIO, INC. CLASS A | 3.1% |
|
WESTERN DIGITAL CORP | 2.9% |
 |
NOKIA OYJ | 2.8% |
|
CLOUDFLARE INC CLASS A | 2.8% |
|
DATADOG INC CLASS A | 2.7% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 2.6% |
|
BROADCOM INC. | 2.4% |
IDAT Underweight Relative to NXTG
 |
XIAOMI CORP. CLASS B | -2.0% |
|
F5 NETWORKS INC | -1.7% |
|
MOTOROLA SOLUTIONS | -1.6% |
|
INTL BUSINESS MACHINES CORP | -1.6% |
|
CISCO SYSTEMS INC | -1.5% |
 |
INFOSYS TECHNOLOGIES-SP ADR | -1.5% |
|
DIGITAL REALTY TRUST INC | -1.5% |
|
TECH MAHINDRA LTD | -1.5% |
|
HCL TECHNOLOGIES LTD | -1.5% |
|
WIPRO LTD-ADR | -1.5% |