DRAM vs XLK: how much do they overlap?
Roundhill Memory ETF (DRAM) · Technology Select Sector SPDR ETF (XLK)
overlap by weight · 4 shared holdings
DRAM: 14 holdings (as of 07/13/2026) · XLK: 74 holdings (as of 09-Jul-2026)
Note: the two funds' latest official filings have different dates, which can understate overlap slightly for funds tracking similar indexes.
Low overlap
What this means
DRAM and XLK hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
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.
Top shared holdings
| Company | Ticker | in DRAM | in XLK |
|---|---|---|---|
| Micron Technology Inc | MU | 24.82% | 4.13% |
| Sandisk Corp | SNDK | 5.07% | 1.8% |
| Seagate Technology Holdings Plc | STX | 4.58% | 1.31% |
| Western Digital Corp | WDC | 4.54% | 1.31% |
FAQ
How much do DRAM and XLK overlap?
DRAM and XLK have a 8.6% overlap by weight, sharing 4 holdings (out of 14 in DRAM and 74 in XLK), based on official issuer holdings as of 07/13/2026.
What does 8.6% overlap mean?
DRAM and XLK hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do DRAM and XLK both hold?
The largest shared positions are Micron Technology Inc, Sandisk Corp, Seagate Technology Holdings Plc, Western Digital Corp. The full list of top shared holdings with weights in each fund is shown on this page.