FTEC vs DIA: Complete Comparison

Fidelity MSCI Information Technology Index ETF vs SPDR Dow Jones Industrial Average ETF โ€” overlap, correlation, performance & risk analysis

Holdings Overlap
14.40%
Very Low Overlap
Shared Holdings
2 of 10
Complete portfolio analysis
Calculation Method
Min Weight
Weighted intersection

Visual Overlap

FTEC
DIA
14.4%
FTEC Only
Overlap
DIA Only

๐Ÿ“ˆ Comparison

Metric
FTEC
DIA
1 Year Return
N/A
+22.8%
3 Year Return
N/A
+8.5%
5 Year Return
N/A
+13.2%
Volatility
undefined%
17.50%
Expense Ratio
0.50%
0.16%โœ“
โš ๏ธ Past performance does not guarantee future results. Data may be delayed.

โš”๏ธ Comparison

0 - 12

๐Ÿ† DIA wins this comparison

Key Factors

๐Ÿ’ฐ Expense Ratio
FTEC:0.50%โœ“
vs
DIA:0.16%โœ“
๐ŸŽฏ Number of Holdings
FTEC:10 holdingsโœ“
vs
DIA:30 holdingsโœ“
โ–ถAdditional Metrics (3)
โš–๏ธ Concentration Risk
FTEC: 62.5% in top 10
DIA: 65.1% in top 10
๐Ÿ“Š Assets Under Management
FTEC: $5B
DIA: $35Bโœ“
๐Ÿ” Uniqueness vs SPY
FTEC: 73.9% unique
DIA: 89.5% uniqueโœ“

Bottom line: DIA wins with better expense ratio and number of holdings. Consider DIA for your portfolio, but FTEC is still a solid choice if you prefer its specific advantages.

Detailed Overlap Analysis

2 shared holdings representing 14.4% portfolio overlap

Top Shared Holdings

#StockFTEC WeightDIA WeightOverlap
1
MSFT
Microsoft Corp
14.18%6.85%6.85%
2
CRM
Salesforce Inc
2.42%5.45%2.42%

Overlap by Sector

Technology
2 stocks ยท 9.27% overlap

Showing top 5 sectors by overlap contribution

2
Shared Stocks
14.4%
Total Overlap
1
Sectors Represented

Top Holdings Only in FTEC

Unique to FTEC

โ†Scroll horizontally to see all dataโ†’
SymbolNameWeight
AAPLApple Inc16.52%
NVDANVIDIA Corp13.85%
AVGOBroadcom Inc5.12%
ORCLOracle Corp2.35%
AMDAdvanced Micro Devices2.18%

Top Holdings Only in DIA

Unique to DIA

โ†Scroll horizontally to see all dataโ†’
SymbolNameWeight
UNHUnitedHealth Group9.85%
GSGoldman Sachs8.25%
HDHome Depot6.65%
CATCaterpillar Inc6.25%
AMGNAmgen Inc5.85%

Price Correlation

How We Calculate Overlap

We use the minimum weight method with normalization to calculate portfolio overlap:

Overlap = ฮฃ min(weightA, weightB) for each shared holding

Normalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).

Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.

๐Ÿ“Š This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.

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