AIQ vs SDVY: Holdings Overlap
AIQGlobal X Artificial Intelligence & Technology ETF
Global X · 84 holdings · $10.3B · as of 2026-05-31
SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF
First Trust · 167 holdings · $11.6B · as of 2026-03-31
Holdings snapshots are 61 days apart (AIQ: 2026-05-31, SDVY: 2026-03-31). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are AIQ and SDVY?
Global X Artificial Intelligence & Technology ETF (AIQ, by Global X) holds 84 positions; First Trust SMID Cap Rising Dividend Achievers ETF (SDVY, by First Trust) holds 167. They have 2 holdings in common, and by portfolio weight the two funds are 0.3% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 0.3%Sum of the smaller weight of each shared holding
- Shared Holdings
- 2AIQ holds 84 · SDVY holds 167
- Weight in Shared Holdings
- AIQ 0%·SDVY 1%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in AIQ
82 of 84 positions (99.5% of the fund) are not held by SDVY. Showing the top 30 by weight.
Only in SDVY
165 of 167 positions (98.6% of the fund) are not held by AIQ. Showing the top 30 by weight.
Sector Breakdown
| Sector | AIQ | SDVY |
|---|---|---|
| Information Technology | 73.2% | 6.2% |
| Financials | 0.0% | 32.8% |
| Industrials | 4.4% | 32.3% |
| Communication Services | 11.0% | 2.4% |
| Consumer Discretionary | 7.0% | 9.9% |
| Other Sectors | 0.2% | 16.2% |
| Unclassified | 4.1% | 0.0% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (4% of AIQ, 0% of SDVY).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| AIQ | +2.0% | +24.6% | +41.8% | +30.6% | +15.7% | — | 0.07% |
| SDVY | +3.6% | +16.9% | +24.8% | +15.3% | +10.8% | — | 0.93% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in AIQ vs SDVY →
Shared Holdings(2)
Frequently Asked Questions
How much do AIQ and SDVY overlap?
AIQ and SDVY overlap by 0.3% of portfolio weight. They share 2 holdings (AIQ holds 84 positions and SDVY holds 167), based on each fund's latest SEC-reported holdings.
Is it redundant to own both AIQ and SDVY?
The two portfolios are 0.3% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of AIQ and SDVY?
The largest positions held by both funds are G and PEGA. Together the top 2 shared positions account for 99% of the total overlap.
What does AIQ own that SDVY doesn't?
82 positions (99.5% of AIQ) are unique to AIQ, led by 000660, MU and AMD. In the other direction, 165 positions (98.6% of SDVY) are unique to SDVY.