FundWatcher

Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

RYELX vs XSD

Shared holdings
36
RYELX covered by XSD
41.30%
XSD covered by RYELX
41.30%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; ● = held by both — hover a shared position to highlight it in both columns.

RYELX (March 31, 2026)

SecurityWeight
NVIDIA CORP14.45%●
BROADCOM INC8.46%●
ADV MICRO DEVICE4.33%●
MICRON TECHNOLOGY INC4.17%●
APPLIED MATERIALS INC3.89%
LAM RESEARCH CORP3.88%
KLA CORP3.34%
TEXAS INSTRUMENTS INC3.17%●
INTEL CORP3.15%●
ANALOG DEVICES INC2.98%●
QUALCOMM INC2.71%●
MARVELL TECHNOLOGY INC2.31%●
MONOLITHIC POWER SYS INC1.73%●
TERADYNE INC1.64%
ASML HOLDING-NY1.56%
TAIWAN SEMIC MFG CO LTD SP ADR1.53%
NXP SEMICONDUCTORS NV1.48%●
ARM HOLDINGS LTD1.41%
MICROCHIP TECHNOLOGY1.40%●
TOWER SEMICONDCT1.20%
ON SEMICONDUCTOR CORP1.19%●
ZAR/USD FORWARD1.19%
QNITY ELECTRONICS INC1.17%
SOLAREDGE TECHNOLOGIES INC1.16%
ZAR/USD FORWARD1.08%
FIRST SOLAR INC1.04%●
ENTEGRIS INC1.03%
MKS INSTRUMENTS INC0.96%
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC0.92%●
ASTERA LABS INC0.91%●
NOVA LTD0.88%
LATTICE SEMICONDUCTOR CORP0.87%●
CREDO TECHNOLOGY GROUP HOLDING LTD0.85%●
STMicroelectronics N.V. SPON ADR EACH REP 1 ORD SHS0.83%
ASE Technology Holding Company Ltd. ADR0.81%
KULICKE and SOFFA INDUSTRIES INC0.79%
ONTO INNOVATION INC0.79%
United Microelectronics Corp. SPON ADS REP 5 ORD TWD100.74%
RAMBUS INC0.70%●
FORMFACTOR INC0.67%
CIRRUS LOGIC INC0.66%●
SITIME CORP0.66%●
SKYWORKS SOLUTIONS INC0.64%●
SILICON LABS0.60%●
SEMTECH CORP0.60%●
AMKOR TECHNOLOGY INC0.59%
CAMTEK LTD0.59%
CANADIAN SOLAR I0.58%
QORVO INC0.58%●
GLOBALFOUNDRIES INC0.53%

XSD (March 31, 2026)

SecurityWeight
State Street Navigator Securities Lending Portfolio II4.49%
MARVELL TECHNOLOGY INC2.92%●
POWER INTEGRATIONS INC2.92%●
CIRRUS LOGIC INC2.85%●
ON SEMICONDUCTOR CORP2.78%●
IMPINJ INC2.77%●
SILICON LABS2.75%●
LATTICE SEMICONDUCTOR CORP2.72%●
MONOLITHIC POWER SYS INC2.72%●
ANALOG DEVICES INC2.66%●
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC2.66%●
ADV MICRO DEVICE2.64%●
FIRST SOLAR INC2.63%●
QORVO INC2.63%●
SITIME CORP2.63%●
NXP SEMICONDUCTORS NV2.62%●
MICROCHIP TECHNOLOGY2.62%●
TEXAS INSTRUMENTS INC2.61%●
SKYWORKS SOLUTIONS INC2.58%●
QUALCOMM INC2.56%●
ALLEGRO MICROSYSTEMS INC2.55%●
AMBARELLA INC2.54%●
NVIDIA CORP2.50%●
UNIVERSAL DISPLAY CORP2.48%●
RAMBUS INC2.48%●
INTEL CORP2.45%●
SYNAPTICS INC2.44%●
BROADCOM INC2.42%●
SEMTECH CORP2.39%●
ASTERA LABS INC2.35%●
RIGETTI COMPUTING INC A2.21%●
CREDO TECHNOLOGY GROUP HOLDING LTD2.16%●
MICRON TECHNOLOGY INC2.15%●
NAVITAS SEMICONDUCTOR CORP2.14%●
MAXLINEAR INC2.09%●
DIODES INC1.92%●
PENGUIN SOLUTIONS INC1.40%●
INDIE SEMICONDUCTOR INC1.37%
SKYWATER TECHNOLOGY INC1.20%
CEVA INC0.76%
WOLFSPEED INC/DE0.74%
ALPHA and OMEGA SEMICNDTR LTD0.62%
KOPIN CORP0.60%
NVE CORP0.29%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.