ETF comparison
GRID vs XLK
Thematic vs Technology.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · State Street Technology Select Sector SPDR ETF
Holdings overlap
9 positions appear in both funds. Buying equal dollars of GRID and XLK would leave roughly 8.2% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
XLK is 48 bps cheaper than GRID. On a $100,000 position that's about $480/yr more in fees for GRID.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with GRID vs XLK.
Top shared holdings
9 shared in total| # | Holding | In GRID | In XLK | Overlap |
|---|---|---|---|---|
| 1 | NVIDIA CORP | 1.90% | 14.65% | 1.90% |
| 2 | CISCO SYSTEMS INC | 1.67% | 2.58% | 1.67% |
| 3 | ORACLE CORP | 1.04% | 1.39% | 1.04% |
| 4 | TEXAS INSTRUMENTS INC | 0.98% | 1.51% | 0.98% |
| 5 | INTERNATIONAL BUSINESS MACHINES CORP | 0.95% | 1.47% | 0.95% |
| 6 | ANALOG DEVICES INC | 0.70% | 1.08% | 0.70% |
| 7 | QUALCOMM INC | 0.69% | 1.09% | 0.69% |
| 8 | NXP SEMICONDUCTORS NV | 0.23% | 0.40% | 0.23% |
| 9 | TRIMBLE INC | 0.04% | 0.07% | 0.04% |
Only in GRID
113 total- EATON CORP PLC 8.52%
- SCHNEIDER ELECTRIC SE 8.29%
- ABB LTD (CH) 8.11%
- QUANTA SERVICES INC 8.10%
- JOHNSON CONTROLS INTERNATIONAL PLC 7.99%
- NATIONAL GRID PLC 4.11%
- E.ON SE 3.88%
- PRYSMIAN SPA 3.87%
- NVENT ELECTRIC PLC 2.87%
- HUBBELL INC 2.61%
Only in XLK
65 total- Apple Inc 12.85%
- Microsoft Corp 8.38%
- Micron Technology Inc 5.42%
- Broadcom Inc 5.41%
- Advanced Micro Devices Inc 5.28%
- Intel Corp 3.68%
- Applied Materials Inc 3.20%
- Lam Research Corp 3.02%
- KLA Corp 2.20%
- Sandisk Corp 1.88%
Related comparisons
More comparisons with GRID
- GRID vs KOMP · State Street SPDR S&P Kensho New Economies Composite ETF 5.4%
- GRID vs ARKQ · ARK Autonomous Technology & Robotics ETF 3.9%
- GRID vs ARKK · ARK Innovation ETF 3.8%
- GRID vs SKYY · First Trust Cloud Computing ETF 3.7%
- GRID vs ARKW · ARK Next Generation Technology ETF 3.7%
- GRID vs FDN · First Trust Dow Jones Internet Index Fund 2.7%
More comparisons with XLK
- XLK vs KOMP · State Street SPDR S&P Kensho New Economies Composite ETF 7.4%
- XLK vs FDN · First Trust Dow Jones Internet Index Fund 7.1%
- XLK vs ROBO · Robo Global Robotics and Automation Index ETF 4.4%
- XLK vs PPA · Invesco Aerospace & Defense ETF 2.9%
- XLK vs SHLD · Global X Defense Tech ETF 1.5%
- XLK vs IYJ · iShares U.S. Industrials ETF 1.2%
Percentages are holdings overlap with the named fund.
Open GRID or XLK at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.