Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

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% |