CIBR vs IYZ overlap - what they share and where they differ

CIBR and IYZ share 9.9% of their weight across 2 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.

CIBR and IYZ

9.9%

2 shared positions

CIBR

First Trust Nasdaq Cybersecurity ETF

Reported positions cover 100% of the fund, 42 positions · Jun 30, 2026

Top 10: 58.1%·Holdings of CIBR

IYZ

iShares U.S. Telecommunications ETF

Reported positions cover 100% of the fund, 22 positions · Jun 30, 2026

Top 10: 69.5%·Holdings of IYZ

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

IYZ vs CIBR side by side

CIBRFirst Trust Nasdaq Cybersecurity ETF

42

stock positions reported to the SEC

89.8% of its weight is in 40 names IYZ does not hold

IYZiShares U.S. Telecommunications ETF

22

stock positions reported to the SEC

66.3% of its weight is in 20 names CIBR does not hold

Where each fund's weight sits

CIBR
IYZ
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
95.3%
54.2%
Communication Services
0.3%
43.1%
Industrials
1.1%
0.0%
Healthcare
0.2%
0.0%

The widest gap is Communication Services: IYZ has 42.8 points more of it.

The figures side by side

CIBRIYZ
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported4222
Weight of the ten largest58.1%69.5%
Largest positionPANW 9.6%CSCO 22.6%
Held alone40 positions, 89.8%20 positions, 66.3%
Covered by stock positions100%100%

Holdings they share

StockIn CIBRIn IYZCounted
CSCOCISCO SYSTEMS INC7.75%22.59%7.75%
ANETARISTA NETWORKS INC2.12%11.01%2.12%

What each holds alone

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

Only in CIBR

PANWPALO ALTO NETWORKS INC9.62%
FTNTFORTINET INC8.85%
CRWDCROWDSTRIKE HOLDINGS INC8.29%
AVGOBROADCOM INC6.72%
NETCLOUDFLARE INC4.03%
OKTAOKTA INC3.52%
FFIVF5 INC3.41%
ZSZSCALER INC3.04%
AKAMAKAMAI TECHNOLOGIES INC2.84%
RBRKRUBRIK INC2.67%

Only in IYZ

VZVERIZON COMMUNICATIONS INC.10.97%
TAT&T INC.4.16%
CMCSACOMCAST CORPORATION3.79%
CIENCIENA CORPORATION3.63%
MSIMOTOROLA SOLUTIONS, INC.3.42%
SPCXSPACE EXPLORATION TECHNOLOGIES CORP.3.38%
TMUST-MOBILE US, INC.3.34%
LITELUMENTUM HOLDINGS INC.3.19%
IRDMIRIDIUM COMMUNICATIONS INC.2.95%
ASTSAST SPACEMOBILE, INC.2.78%

Questions people ask

Is CIBR the same as IYZ?

9.9% of their weight sits in the same 2 holdings. CIBR also reports PANW, FTNT, CRWD, which the other does not. IYZ also reports VZ, T, CMCSA, which the other does not.

How is the overlap between CIBR and IYZ 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 CIBR and 100% of IYZ, so the number cannot exceed the smaller coverage.

Which holds more, IYZ or CIBR?

CIBR reports 42 stock positions and IYZ reports 22. 89.8% of CIBR's weight sits in names IYZ does not hold, and 66.3% of IYZ's weight in names CIBR does not hold. The ten largest positions are 58.1% of CIBR and 69.5% of IYZ.

How do CIBR and IYZ differ by sector?

The widest gap is Communication Services: IYZ has 42.8 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.

Add a third fund in the tool·All fund pairs

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.