Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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11
Number of overlapping holdings
27.5%
% of XSD's 41 holdings also in DRIV
15.1%
% of DRIV's 74 holdings also in XSD
Overlap by Weight
Sector Drift (XSD minus DRIV)
Overlapping Holdings
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| Company | Weight in XSD |
Weight in DRIV |
Overlap | |
|---|---|---|---|---|
 |
QUALCOMM INC | 3.0% | 3.0% | 3.0% |
|
NVIDIA CORP | 2.8% | 2.7% | 2.7% |
|
INTEL CORP | 3.3% | 2.5% | 2.5% |
 |
NXP SEMICONDUCTORS NV | 2.8% | 1.6% | 1.6% |
|
ALLEGRO MICROSYSTEMS, INC. | 3.0% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
XSD Overweight Relative to DRIV
|
SEMTECH CORP | 3.1% |
|
QORVO INC | 3.1% |
|
RAMBUS INC | 3.0% |
|
ADVANCED MICRO DEVICES | 3.0% |
|
CIRRUS LOGIC INC | 3.0% |
|
SYNAPTICS INC | 3.0% |
|
IMPINJ, INC. | 3.0% |
|
TEXAS INSTRUMENTS INC | 3.0% |
|
MONOLITHIC POWER SYSTEMS INC | 3.0% |
|
ANALOG DEVICES INC | 2.9% |
XSD Underweight Relative to DRIV
 |
TOYOTA MOTOR CORP | -3.0% |
|
MICROSOFT CORP | -3.0% |
|
HONEYWELL INTERNATIONAL INC | -2.7% |
|
ALPHABET INC. CLASS A | -2.6% |
|
TESLA MOTORS INC | -2.2% |
 |
XPENG, INC. ADR SPONSORED CLASS A | -2.0% |
 |
NEXTEER AUTOMOTIVE GROUP LIMITED | -2.0% |
|
BAIDU INC - SPON ADR | -1.6% |
 |
INFINEON TECHNOLOGIES AG | -1.6% |
|
NEC ELECTRONICS CORP | -1.6% |