# Portfolio overlap — IXP vs FDCF

Comparing **iShares Global Comm Services ETF** (2026-03-31) and **Fidelity Disruptive Communications ETF** (2026-02-28).

- Shared positions: 11
- iShares Global Comm Services ETF covered by Fidelity Disruptive Communications ETF: 0.2685799615797707722968573646
- Fidelity Disruptive Communications ETF covered by iShares Global Comm Services ETF: 0.2685799615797707722968573646

## iShares Global Comm Services ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| META PLATFORMS INC CL A | 0.147969 | ✓ |
| ALPHABET INC CL A | 0.104849 | ✓ |
| ALPHABET INC CL C | 0.084018 |  |
| AT&T INC | 0.050194 |  |
| NETFLIX INC | 0.047929 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.046533 |  |
| TENCENT HOLDINGS LTD | 0.045539 | ✓ |
| WALT DISNEY CO/T | 0.044950 | ✓ |
| DEUTSCHE TELEKOM | 0.035980 |  |
| COMCAST CORP CL A | 0.028955 |  |
| T-MOBILE US INC | 0.027969 | ✓ |
| SOFTBANK GROUP CORP | 0.026557 |  |
| WARNER BROS DISCOVERY INC | 0.019130 | ✓ |
| NINTENDO CO LTD | 0.018763 |  |
| NTT INC | 0.014744 |  |
| KDDI Corporation | 0.013412 |  |
| ELECTRONIC ARTS INC | 0.012907 |  |
| TELSTRA GROUP LT | 0.011678 |  |
| SOFTBANK CORP | 0.010799 |  |
| NetEase Inc. USD0.0001 | 0.010707 |  |
| ORANGE | 0.010578 |  |
| TAKE-TWO INTERACTV SOFTWR INC | 0.009663 | ✓ |
| BIDU-SW | 0.008747 |  |
| Vodafone Group Public Limited Company | 0.008291 |  |
| SINGAPORE TELECO (LOT SIZE 100) | 0.007669 |  |
| LIVE NATION ENTERTAINMENT INC | 0.006770 | ✓ |
| OMNICOM GROUP INC | 0.006659 |  |
| BCE INC | 0.006614 |  |
| AMERICA MOVIL-B | 0.006457 |  |
| KPN (KONIN) NV | 0.005995 |  |
| SWISSCOM AG-REG | 0.005988 |  |
| UNIVERSAL MUSIC GROUP NV | 0.005704 |  |
| TELUS CORP | 0.005595 |  |
| NAVER CORP | 0.005403 | ✓ |
| PUBLICIS GROUPE | 0.005267 |  |
| CHARTER COMMUNICATIONS INC A | 0.005225 |  |
| CELLNEX TELECOM | 0.005118 |  |
| TELEFONICA | 0.004882 |  |
| Kuaishou Technology USD0.0000053 B CLASS | 0.004724 |  |
| BT GROUP PLC | 0.004476 |  |
| ECHOSTAR CORP CL A | 0.004466 | ✓ |
| BlackRock Cash Funds: Institutional, SL Agency Shares | 0.004378 |  |
| ROGERS COMMUNICATIONS INC COMMON STOCK | 0.004175 |  |
| TKO GROUP HOLDINGS INC | 0.003758 |  |
| INFORMA PLC | 0.003625 |  |
| KONAMI GROUP COR | 0.003606 |  |
| TELIA CO AB | 0.003341 |  |
| FOX CORP CL A | 0.003293 |  |
| TELE2 AB-B SHS | 0.003225 |  |
| TELENOR ASA | 0.003112 |  |

## Fidelity Disruptive Communications ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.099089 |  |
| ALPHABET INC CL A | 0.077646 | ✓ |
| META PLATFORMS INC CL A | 0.068434 | ✓ |
| NVIDIA CORP | 0.050303 |  |
| ARISTA NETWORKS INC | 0.049940 |  |
| AMAZON.COM INC | 0.044977 |  |
| WARNER BROS DISCOVERY INC | 0.043224 | ✓ |
| SEA LTD ADR | 0.035119 |  |
| Fidelity Securities Lending Cash Central Fund | 0.033190 |  |
| T-MOBILE US INC | 0.032983 | ✓ |
| ROKU INC CLASS A | 0.031312 |  |
| QUEBECOR INC-B | 0.028288 |  |
| ROBLOX CORP - A | 0.025613 |  |
| ECHOSTAR CORP CL A | 0.023875 | ✓ |
| APPLE INC | 0.023446 |  |
| PDD HOLDINGS INC ADR | 0.021663 |  |
| REDDIT INC-A | 0.021472 |  |
| LIVE NATION ENTERTAINMENT INC | 0.019734 | ✓ |
| CADENCE DESIGN SYSTEMS INC | 0.018200 |  |
| ALIBABA GROUP HOLDING LTD SPON ADR | 0.018097 |  |
| TWILIO INC CLASS A | 0.017778 |  |
| TAKE-TWO INTERACTV SOFTWR INC | 0.017160 | ✓ |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C | 0.017120 |  |
| NETFLIX INC | 0.016607 | ✓ |
| TENCENT HOLDINGS LTD | 0.016322 | ✓ |
| WALT DISNEY CO/T | 0.016170 | ✓ |
| SPOTIFY TECHNOLOGY SA | 0.015964 |  |
| CLOUDFLARE INC-A | 0.015161 |  |
| DYCOM INDUSTRIES INC | 0.014771 |  |
| MAGNITE INC | 0.014657 |  |
| NAVER CORP | 0.014621 | ✓ |
| MICROSOFT CORP | 0.010233 |  |
| ZOOM VIDEO COMMUNICATIONS INC CL A | 0.009908 |  |
| AST SPACEMOBILE INC | 0.007684 |  |
| APPLOVIN CORP | 0.006472 |  |
| SYNOPSYS INC | 0.006266 |  |
| NXP SEMICONDUCTORS NV | 0.006174 |  |
| SERVICENOW INC | 0.005610 |  |
| UNITY SOFTWARE INC | 0.003659 |  |
| Fidelity Cash Central Fund | 0.001059 |  |


## Sources

- N-PORT (fund A) — accession `0001004726-26-003743` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1100663/000100472626003743/0001004726-26-003743-index.htm>
- N-PORT (fund B) — accession `0000035402-26-002541` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/945908/000003540226002541/0000035402-26-002541-index.htm>

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