Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
40%
OVERLAP
BY WEIGHT
21
# OF OVERLAPPING
HOLDINGS
QTEC
48
HOLDINGS
45%
ALSO IN SMH
SMH
27
HOLDINGS
84%
ALSO IN QTEC
SECTOR DRIFT (QTEC minus SMH)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in QTEC |
Weight in SMH |
Overlap | |
|---|---|---|---|---|
 |
INTEL CORP | 2.8% | 4.9% | 2.8% |
|
ADVANCED MICRO DEVICES | 2.8% | 5.8% | 2.8% |
|
MARVELL TECHNOLOGY, INC. | 2.5% | 4.4% | 2.5% |
|
QUALCOMM INC | 2.4% | 4.1% | 2.4% |
|
MICRON TECHNOLOGY INC | 2.3% | 5.0% | 2.3% |
QTEC Overweight Relative to SMH
|
META PLATFORMS INC | 2.7% |
|
STRATEGY INC | 2.5% |
 |
NEBIUS GROUP NV | 2.4% |
|
SANDISK CORP | 2.3% |
|
DATADOG INC CLASS A | 2.3% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 2.3% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.2% |
|
APPLE INC | 2.2% |
|
COREWEAVE INC-CL A | 2.1% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 2.1% |
QTEC Underweight Relative to SMH
|
NVIDIA CORP | -17.0% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -9.2% |
 |
SK HYNIX INC-ADR | -4.6% |
|
BROADCOM INC. | -3.3% |
|
ADVANCED MICRO DEVICES | -3.0% |
|
MICRON TECHNOLOGY INC | -2.7% |
|
TEXAS INSTRUMENTS INC | -2.3% |
|
APPLIED MATERIALS INC | -2.2% |
|
ASML HOLDING NV-NY REG SHS | -2.2% |
|
KLA CORPORATION | -2.2% |