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Data as of .

FTXL vs PSI: which is really different?

FTXL and PSI hold 52% of their weight in the same names, and FTXL returned more over the year.

First Trust Nasdaq Semiconductor ETF and Invesco Semiconductors ETF.

78.5%FTXL in the S&P 500
48.5%PSI in the S&P 500
+116.0%FTXL total return, 1 year
+96.1%PSI total return, 1 year

ETFIQ Off-Index Score: PSI scores higher

How much of it is not the index it is sold as an alternative to?

FTXL 12PSI 260.1, the lowest in this set91.8, the highest

A percentile among the 379 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it · How it is computed

FTXL22% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
79%22%of its weight in S&P 500 companiesoutside the S&P 500active share 81% · top ten 60% of the fund · 38 holdings filed Sep 18, 2026 · Nasdaq-100: 75% in79%22%in the S&P 500outsideactive share 81% · top ten 60% of the fund
PSI52% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
49%52%of its weight in S&P 500 companiesof its weight outside the S&P 500active share 92% · top ten 48% of the fund · 33 holdings filed Sep 19, 2026 · Nasdaq-100: 43% in49%52%in the S&P 500outside the S&P 500active share 92% · top ten 48% of the fund

52% of the two portfolios are the same securities at the same weight.

What they hold in common

By the books each fund has filed, FTXL and PSI hold 52% of their money in the same securities at the same weight.

Positions FTXL and PSI both hold, largest shared weight first
HoldingFTXLPSI
Intel Corporation9.03%6.04%
Micron Technology, Inc.7.89%5.30%
Advanced Micro Devices, Inc.4.43%5.69%
Analog Devices, Inc.3.86%4.89%
Texas Instruments Incorporated3.80%4.99%
KLA Corporation3.75%4.70%
Applied Materials, Inc.3.61%4.51%
Lam Research Corporation3.56%4.46%
Amkor Technology, Inc.3.69%2.75%
Teradyne, Inc.3.19%2.69%
Microchip Technology Incorporated2.88%2.65%
ON Semiconductor Corporation3.52%2.56%
Only in each
Only in FTXLOnly in PSI
QUALCOMM Incorporated 7.76%Cohu Inc 3.03%
NVIDIA Corporation 7.49%Tower Semiconductor Ltd 2.79%
Broadcom Inc. 7.19%SiTime Corp 2.75%
Marvell Technology, Inc. 4.29%Wolfspeed Inc 2.69%
NXP Semiconductors N.V. 3.78%Kulicke & Soffa Industries Inc 2.62%
Monolithic Power Systems, Inc. 1.75%Ichor Holdings Ltd 2.55%
Cirrus Logic, Inc. 1.71%MKS Inc 2.48%
Vishay Intertechnology, Inc. 1.01%Power Integrations Inc 2.45%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Sep 18, 2026 and Sep 19, 2026.

Performance, window by window

FTXL and PSI over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
FTXLPSIFTXLPSIFTXLPSI
3 months−17.9%−21.8%−20.2 pts−24.0 pts−15.4 pts−19.3 pts
6 months+59.0%+47.3%+41.0 pts+29.3 pts+34.8 pts+23.1 pts
1 year+116.0%+96.1%+99.4 pts+79.5 pts+94.2 pts+74.3 pts
3 years+253.0%+225.9%+174.6 pts+147.5 pts+154.8 pts+127.8 pts
Since launch+1147.2%+3200.3%+833.7 pts+2396.7 pts+593.6 pts+1510.0 pts
Open the live comparison on ETFIQ
FTXL and PSI on the same fields, as of Sep 18, 2026. Source: ETFIQ.
FTXL
First Trust Nasdaq Semiconductor ETF
Holds 38 stocks in semiconductors, 78% of its weight in S&P 500 companies
PSI
Invesco Semiconductors ETF
Holds 33 stocks in semiconductors, 48% of its weight in S&P 500 companies
IssuerFirst TrustInvesco
ThemeSemiconductorsSemiconductors
In the S&P 50078.5%48.5%
Active share vs the S&P 50081.0%92.2%
In the Nasdaq-10075.1%43.2%
Holdings3833
Top ten, share of the fund59.5%47.5%
Expense ratio0.60%0.55%
Fee for the differing part0.74%0.60%
Total return, 1 year+116.0%+96.1%
vs the S&P 500+99.4 pts+79.5 pts
vs the Nasdaq-100+94.2 pts+74.3 pts
Below its high−20.1%−25.8%
Net assets$1.5bn$2.7bn

FTXL in plain words

By weight, 78% of FTXL's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 81%. The top ten holdings are 60% of the fund across 38 positions, as published by its issuer for Sep 18, 2026. Over the year to Sep 18, 2026 the fund returned +116.0% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 99.4 pts. It sits 20.1% below its all-time high of Jun 22, 2026.

PSI in plain words

By weight, 48% of PSI's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 92%. The top ten holdings are 48% of the fund across 33 positions, as published by its issuer for Sep 19, 2026. Over the year to Sep 18, 2026 the fund returned +96.1% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 79.5 pts. It sits 25.8% below its all-time high of Jun 30, 2026.

Questions people ask

Do FTXL and PSI hold the same stocks?
By their latest filings, 52% of their books are the same securities at the same weight, which is close to holding one of them twice. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, FTXL or PSI?
FTXL has 78% of its weight in S&P 500 names and PSI has 48%, so PSI differs more from the index.
Which is cheaper, FTXL or PSI?
FTXL charges 0.60% a year and PSI charges 0.55%, so PSI is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

FTXL against PSI, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, FTXL against PSI, data as of Sep 18, 2026. https://etfiq.com/compare/themes/ftxl-vs-psi Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources