Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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18
Number of overlapping holdings
47.4%
% of QTEC's 39 holdings also in SMH
72.0%
% of SMH's 26 holdings also in QTEC
Overlap by Weight
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 | |
|---|---|---|---|---|
 |
BROADCOM INC. | 2.7% | 5.4% | 2.7% |
|
APPLIED MATERIALS INC | 2.7% | 4.5% | 2.7% |
|
QUALCOMM INC | 2.7% | 4.4% | 2.7% |
|
LAM RESEARCH CORP | 2.7% | 4.5% | 2.7% |
|
INTEL CORP | 2.7% | 5.4% | 2.7% |
Position Highlights (Non-Overlapping Exposures)
QTEC Overweight Relative to SMH
 |
PINDUODUO, INC. SPONSORED ADR CLASS | 2.7% |
|
ADOBE SYSTEMS INC | 2.7% |
|
ATLASSIAN CORP. PLC CLASS A | 2.7% |
|
ZSCALER, INC. | 2.7% |
|
DATADOG INC CLASS A | 2.7% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.7% |
|
APPLE INC | 2.7% |
|
GLOBALFOUNDRIES INC. | 2.7% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | 2.7% |
|
WORKDAY INC-CLASS A | 2.7% |
QTEC Underweight Relative to SMH
|
NVIDIA CORP | -17.8% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -10.4% |
|
INTEL CORP | -2.7% |
|
BROADCOM INC. | -2.7% |
|
TEXAS INSTRUMENTS INC | -2.0% |
|
APPLIED MATERIALS INC | -1.8% |
|
LAM RESEARCH CORP | -1.8% |
 |
ASML HOLDING NV-NY REG SHS | -1.7% |
|
ANALOG DEVICES INC | -1.7% |
|
QUALCOMM INC | -1.6% |