DIA vs XSD ETF holdings comparison

SPDR Dow Jones Industrial Average ETF Trust (DIA) · SPDR S&P Semiconductor ETF (XSD)

DIA and XSD overlap by 2.4% by portfolio weight. The remaining 97.6 percentage points are not counted as shared holdings weight by this calculation. They share 1 stocks; the largest shared position is Nvidia Corp (NVDA), contributing 2.36% to the overlap.

What this means

DIA and XSD share a smaller portion of their portfolio weight in the same underlying stocks. OverlapCheck labels this "low holdings overlap" using house ranges of 70% or more, 30% to under 70%, and under 30%. These descriptive ranges are not industry standards or investment guidance. Holdings overlap does not measure correlation, volatility, geographic or factor exposure, fees, or suitability.

Overlap by weight sums the smaller of the two funds' weights for every stock they both hold. It answers "how much of my money is in the same stocks either way?" See methodology.

This comparison covers normalized equity positions represented in the dataset. Cash, derivatives, options, structured notes, and other non-equity assets are not included, so the result is not a complete comparison of every asset or risk in either fund.

Top shared holdings

CompanyTickerin DIAin XSD
Nvidia Corp NVDA 2.36% 2.90%

Holdings only in DIA or XSD

DIA has 29 fund-only positions representing approximately 97.5 percentage points of reported exposure; XSD has 45 fund-only positions representing approximately 97.1 percentage points of reported exposure. These are positions whose normalized security identifiers appear in one issuer file but not the other.

Largest positions only in DIA

CompanyTickerWeight
Goldman Sachs Group IncGS11.74%
Caterpillar IncCAT8.99%
Microsoft CorpMSFT5.45%
Amgen IncAMGN4.90%
Unitedhealth Group IncUNH4.40%
Visa Inc Class A SharesV4.26%
Travelers Cos Inc/TheTRV4.10%
Jpmorgan Chase + CoJPM3.95%
Sherwin Williams Co/TheSHW3.88%
Alphabet Inc Cl AGOOGL3.85%

Largest positions only in XSD

CompanyTickerWeight
Impinj IncPI3.69%
Ambarella IncAMBA3.08%
Advanced Micro DevicesAMD2.88%
Micron Technology IncMU2.85%
Universal Display CorpOLED2.78%
Silicon Laboratories IncSLAB2.73%
Qorvo IncQRVO2.70%
Broadcom IncAVGO2.61%
Credo Technology Group HoldiCRDO2.59%
Analog Devices IncADI2.59%

FAQ

How much do DIA and XSD overlap?

DIA and XSD have 2.4% overlap by weight, sharing 1 equity positions (out of 30 in DIA and 46 in XSD). The official holdings files used are dated 2026-08-25 for DIA and 2026-08-25 for XSD.

What does 2.4% overlap mean?

DIA and XSD share a smaller portion of their portfolio weight in the same underlying stocks. OverlapCheck labels this "low holdings overlap" using house ranges of 70% or more, 30% to under 70%, and under 30%. These descriptive ranges are not industry standards or investment guidance. Holdings overlap does not measure correlation, volatility, geographic or factor exposure, fees, or suitability.

Which stocks do DIA and XSD both hold?

The largest shared positions are Nvidia Corp. The top shared holdings with weights in each fund are shown on this page.

What holdings are different between DIA and XSD?

DIA has 29 positions not found in XSD, while XSD has 45 positions not found in DIA. The largest fund-only positions and their weights are shown on this page.

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