AIQ vs IYW overlap - what they share and where they differ

AIQ and IYW share 37.7% of their weight across 35 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

AIQ and IYW

37.7%

35 shared positions

AIQ

Global X Artificial Intelligence & Technology ETF

Reported positions cover 100% of the fund, 84 positions · May 31, 2026

Top 10: 42.7%·Holdings of AIQ

IYW

iShares U.S. Technology ETF

Reported positions cover 100% of the fund, 135 positions · Apr 30, 2026

Top 10: 65.6%·Holdings of IYW

Reported positions cover AIQ 100%, IYW 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

IYW vs AIQ side by side

AIQGlobal X Artificial Intelligence & Technology ETF

84

stock positions reported to the SEC

48.2% of its weight is in 49 names IYW does not hold

IYWiShares U.S. Technology ETF

135

stock positions reported to the SEC

24.0% of its weight is in 100 names AIQ does not hold

Where each fund's weight sits

AIQ
IYW
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
74.6%
97.7%
Consumer Cyclical
5.0%
0.3%
Communication Services
2.7%
0.0%
Basic Materials
0.0%
0.9%
Healthcare
0.2%
0.7%
Industrials
0.4%
0.1%

The widest gap is Technology: IYW has 23.1 points more of it.

The figures side by side

AIQIYW
Filing dateMay 31, 2026Apr 30, 2026
Stock positions reported84135
Weight of the ten largest42.7%65.6%
Largest positionSKHY 7.1%NVDA 16.2%
Held alone49 positions, 48.2%100 positions, 24.0%
Covered by stock positions100%100%

Holdings they share

StockIn AIQIn IYWCounted
AMDADVANCED MICRO DEVICES, INC.4.80%3.50%3.50%
AVGOBROADCOM INC.3.24%3.78%3.24%
MUMICRON TECHNOLOGY, INC.5.77%2.98%2.98%
AAPLAPPLE INC.2.97%13.63%2.97%
GOOGLALPHABET INC.2.72%14.17%2.72%
NVDANVIDIA CORPORATION2.70%16.23%2.70%
INTCINTEL CORPORATION4.18%2.56%2.56%
MSFTMICROSOFT CORPORATION2.36%3.99%2.36%
METAMETA PLATFORMS, INC.2.30%2.80%2.30%
PLTRPALANTIR TECHNOLOGIES INC.2.23%1.86%1.86%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in AIQ

SKHYSK hynix Inc.7.11%
SAMSUNG ELECTRONICS CO., LTD.4.79%
CSCOCISCO SYSTEMS, INC.3.82%
TSMTaiwan Semiconductor Manufacturing Company Limited3.02%
AMZNAMAZON.COM, INC.2.73%
NFLXNETFLIX, INC.2.43%
TSLATESLA, INC.2.29%
SIEMENS AKTIENGESELLSCHAFT1.84%
TENCENT HOLDINGS LIMITED1.68%
BABAAlibaba Group Holding Limited1.66%

Only in IYW

LRCXLAM RESEARCH CORPORATION1.98%
AMATAPPLIED MATERIALS, INC.1.92%
TXNTEXAS INSTRUMENTS INCORPORATED1.57%
KLACKLA CORPORATION1.41%
ADIANALOG DEVICES, INC.1.21%
APHAMPHENOL CORPORATION1.10%
SNDKSANDISK CORPORATION0.96%
WDCWESTERN DIGITAL CORPORATION0.91%
PANWPALO ALTO NETWORKS, INC.0.88%
GLWCORNING INCORPORATED0.79%

Questions people ask

Is AIQ the same as IYW?

37.7% of their weight sits in the same 35 holdings. AIQ also reports SKHY, SAMSUNG ELECTRONICS CO., LTD., CSCO, which the other does not. IYW also reports LRCX, AMAT, TXN, which the other does not.

How is the overlap between AIQ and IYW measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of AIQ and 100% of IYW, so the number cannot exceed the smaller coverage.

Which holds more, IYW or AIQ?

AIQ reports 84 stock positions and IYW reports 135. 48.2% of AIQ's weight sits in names IYW does not hold, and 24.0% of IYW's weight in names AIQ does not hold. The ten largest positions are 42.7% of AIQ and 65.6% of IYW.

How do AIQ and IYW differ by sector?

The widest gap is Technology: IYW has 23.1 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

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Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.