Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
0%
OVERLAP
BY WEIGHT
0
# OF OVERLAPPING
HOLDINGS
SMH
27
HOLDINGS
0%
ALSO IN
HOLDINGS
nan%
ALSO IN SMH
SECTOR DRIFT (SMH minus )
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 SMH |
Weight in |
Overlap | |
|---|---|---|---|---|
SMH Overweight Relative to
 |
NVIDIA CORP | 15.5% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 9.8% |
|
MICRON TECHNOLOGY INC | 7.3% |
|
ADVANCED MICRO DEVICES | 7.2% |
|
INTEL CORP | 6.6% |
|
BROADCOM INC. | 6.5% |
|
QUALCOMM INC | 4.6% |
|
TEXAS INSTRUMENTS INC | 4.6% |
|
LAM RESEARCH CORP | 4.4% |
|
MARVELL TECHNOLOGY, INC. | 4.2% |
SMH Underweight Relative to
|
SKYWORKS SOLUTIONS INC | 0.2% |
|
ON SEMICONDUCTOR CORPORATION | 0.8% |
|
ASTERA LABS INC | 0.9% |
|
MICROCHIP TECHNOLOGY INC | 0.9% |
|
MONOLITHIC POWER SYSTEMS INC | 1.1% |
|
TERADYNE INC | 1.1% |
 |
ARM HOLDINGS PLC | 1.2% |
 |
STMICROELECTRONICS NV-NY SHS | 1.2% |
 |
NXP SEMICONDUCTORS NV | 1.3% |
|
SYNOPSYS INC | 2.0% |