Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
16.7%
% of WTAI's 75 holdings also in SNSR
22.6%
% of SNSR's 54 holdings also in WTAI
Overlap by Weight
Sector Drift (WTAI minus SNSR)
Overlapping Holdings
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| Company | Weight in WTAI |
Weight in SNSR |
Overlap | |
|---|---|---|---|---|
 |
QUALCOMM INC | 2.2% | 1.9% | 1.9% |
|
SAMSARA, INC. CLASS A | 1.4% | 3.5% | 1.4% |
 |
MEDIATEK INC | 1.2% | 2.3% | 1.2% |
|
AMBARELLA INC | 1.2% | 1.2% | 1.2% |
|
ANALOG DEVICES INC | 1.1% | 2.2% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
WTAI Overweight Relative to SNSR
|
NVIDIA CORP | 2.9% |
 |
ARM HOLDINGS PLC | 2.8% |
|
APPLE INC | 2.3% |
|
BROADCOM INC. | 2.3% |
|
TAIWAN SEMICONDUCTOR-SP ADR | 2.3% |
|
ALPHABET INC. CLASS A | 2.2% |
|
META PLATFORMS INC | 2.2% |
 |
HYNIX SEMICONDUCTOR INC | 2.1% |
|
MICROSOFT CORP | 2.0% |
|
SAMSUNG ELECTRONICS CO LTD | 2.0% |
WTAI Underweight Relative to SNSR
 |
GARMIN LTD | -9.1% |
|
SKYWORKS SOLUTIONS INC | -5.0% |
 |
NEC ELECTRONICS CORP | -4.6% |
|
DEXCOM INC | -3.9% |
|
ADVANTECH CO LTD | -3.8% |
|
LATTICE SEMICONDUCTOR CORP | -2.7% |
|
JOHNSON CONTROLS INTERNATIONAL PLC | -2.7% |
|
BADGER METER INC | -2.7% |
|
STMICROELECTRONICS NV | -2.5% |
|
ADT, INC. | -2.5% |