XLK vs DIA Overlap Analysis
Comparing Technology Select Sector SPDR Fund and SPDR Dow Jones Industrial Average ETF
Visual Overlap
⚔️Head-to-Head Comparison
🏆 XLK wins this comparison
Key Factors
▶Additional Metrics (5)
Bottom line: XLK wins with better expense ratio and number of holdings and 5-year return. Consider XLK for your portfolio, but DIA is still a solid choice if you prefer its specific advantages.
Shared Holdings (2 of 10 analyzed)
XLK & DIA Intersection
| Symbol | Name | XLK | DIA | Min |
|---|---|---|---|---|
| MSFT | Microsoft Corp | 0.20% | 0.07% | 0.07% |
| CRM | Salesforce Inc | 0.03% | 0.05% | 0.03% |
Min Weight: The minimum weight between the two ETFs for each shared holding. This represents the true overlap contribution.
Data sourced from official fund providers. Showing top holdings for educational analysis.
Top Holdings Only in XLK
Unique to XLK
| Symbol | Name | Weight |
|---|---|---|
| AAPL | Apple Inc | 0.21% |
| NVDA | NVIDIA Corp | 0.16% |
| AVGO | Broadcom Inc | 0.05% |
| AMD | Advanced Micro Devices | 0.03% |
| ORCL | Oracle Corp | 0.03% |
Top Holdings Only in DIA
Unique to DIA
| Symbol | Name | Weight |
|---|---|---|
| UNH | UnitedHealth Group | 0.10% |
| GS | Goldman Sachs | 0.08% |
| HD | Home Depot | 0.07% |
| CAT | Caterpillar Inc | 0.06% |
| AMGN | Amgen Inc | 0.06% |
Price Correlation
How We Calculate Overlap
We use the minimum weight method with normalization to calculate portfolio overlap:
Overlap = Σ min(weightA, weightB) for each shared holdingNormalization: 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.
📊 This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.