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

IXN and IYW share 63.3% of their weight across 59 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.

IXN and IYW

63.3%

59 shared positions

IXN

iShares Global Tech ETF

Reported positions cover 100% of the fund, 126 positions · Jun 30, 2026

Top 10: 60.0%·Holdings of IXN

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 IXN 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 IXN side by side

IXNiShares Global Tech ETF

126

stock positions reported to the SEC

29.6% of its weight is in 67 names IYW does not hold

IYWiShares U.S. Technology ETF

135

stock positions reported to the SEC

22.8% of its weight is in 76 names IXN does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
85.2%
97.7%
Basic Materials
0.7%
0.9%
Healthcare
0.6%
0.7%
Consumer Cyclical
0.1%
0.3%
Industrials
0.2%
0.1%

The widest gap is Technology: IYW has 12.5 points more of it.

The figures side by side

IXNIYW
Filing dateJun 30, 2026Apr 30, 2026
Stock positions reported126135
Weight of the ten largest60.0%65.6%
Largest positionNVDA 13.0%NVDA 16.2%
Held alone67 positions, 29.6%76 positions, 22.8%
Covered by stock positions100%100%

Holdings they share

StockIn IXNIn IYWCounted
NVDANVIDIA CORPORATION12.96%16.23%12.96%
AAPLAPPLE INC.11.36%13.63%11.36%
MSFTMICROSOFT CORPORATION7.41%3.99%3.99%
AVGOBROADCOM INC.4.78%3.78%3.78%
AMDADVANCED MICRO DEVICES, INC.3.37%3.50%3.37%
MUMICRON TECHNOLOGY, INC.4.63%2.98%2.98%
INTCINTEL CORPORATION2.35%2.56%2.35%
LRCXLAM RESEARCH CORPORATION1.93%1.98%1.93%
AMATAPPLIED MATERIALS, INC.2.04%1.92%1.92%
KLACKLA CORPORATION1.40%1.41%1.40%

What each holds alone

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

Only in IXN

TSMTaiwan Semiconductor Manufacturing Company Limited5.08%
SAMSUNG ELECTRONICS CO., LTD.4.28%
SKHYSK hynix Inc.3.35%
ASMLASML Holding N.V.2.73%
CSCOCISCO SYSTEMS, INC.1.65%
TOKYO ELECTRON LIMITED0.81%
MEDIATEK INC.0.77%
SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY0.77%
ANETARISTA NETWORKS, INC.0.62%
SAPSAP SE0.56%

Only in IYW

GOOGLALPHABET INC.14.17%
METAMETA PLATFORMS, INC.2.80%
VRTVERTIV HOLDINGS CO0.77%
NETCLOUDFLARE, INC.0.39%
DASHDOORDASH, INC.0.38%
MSTRSTRATEGY INC0.32%
SNOWSNOWFLAKE INC.0.28%
ZMZOOM COMMUNICATIONS, INC.0.16%
ALABAstera Labs, Inc0.15%
PEverpure, Inc0.14%

Questions people ask

Is IXN the same as IYW?

63.3% of their weight sits in the same 59 holdings. IXN also reports TSM, SAMSUNG ELECTRONICS CO., LTD., SKHY, which the other does not. IYW also reports GOOGL, META, VRT, which the other does not.

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

Which holds more, IYW or IXN?

IXN reports 126 stock positions and IYW reports 135. 29.6% of IXN's weight sits in names IYW does not hold, and 22.8% of IYW's weight in names IXN does not hold. The ten largest positions are 60.0% of IXN and 65.6% of IYW.

How do IXN and IYW differ by sector?

The widest gap is Technology: IYW has 12.5 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.