Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
0%
OVERLAP
BY WEIGHT
0
# OF OVERLAPPING
HOLDINGS
SMH
27
HOLDINGS
0%
ALSO IN HOID
HOID
32
HOLDINGS
nan%
ALSO IN SMH
SECTOR DRIFT (SMH minus HOID)
OVERLAPPING HOLDINGS
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| Company | Weight in SMH |
Weight in HOID |
Overlap | |
|---|---|---|---|---|
SMH Overweight Relative to HOID
 |
NVIDIA CORP | 20.7% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 10.0% |
|
TEXAS INSTRUMENTS INC | 5.9% |
|
BROADCOM INC. | 5.7% |
|
ADVANCED MICRO DEVICES | 5.4% |
|
ANALOG DEVICES INC | 4.9% |
 |
ASML HOLDING NV-NY REG SHS | 4.6% |
|
QUALCOMM INC | 4.4% |
|
KLA CORPORATION | 4.2% |
|
MICRON TECHNOLOGY INC | 4.2% |
SMH Underweight Relative to HOID
|
ON SEMICONDUCTOR CORPORATION | 0.5% |
|
MICROCHIP TECHNOLOGY INC | 0.8% |
|
ASTERA LABS INC | 0.8% |
 |
ARM HOLDINGS PLC | 0.9% |
|
TERADYNE INC | 0.9% |
 |
STMICROELECTRONICS NV-NY SHS | 0.9% |
|
MONOLITHIC POWER SYSTEMS INC | 1.4% |
|
NXP SEMICONDUCTORS NV | 1.4% |
|
SYNOPSYS INC | 2.4% |
|
CADENCE DESIGN SYS INC | 2.4% |