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

OVERLAP
0%
OVERLAP
BY WEIGHT
0
# OF OVERLAPPING
HOLDINGS
SMH
27
HOLDINGS
0%
ALSO IN IDAT
IDAT
48
HOLDINGS
nan%
ALSO IN SMH
SECTOR DRIFT (SMH minus IDAT)
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 IDAT |
Overlap |
---|
SMH Overweight Relative to IDAT
NVIDIA CORP | 21.3% | |
TAIWAN SEMICONDUCTOR-SP ADR | 11.4% | |
BROADCOM INC. | 10.9% | |
ADVANCED MICRO DEVICES | 5.6% | |
MICRON TECHNOLOGY INC | 5.2% | |
LAM RESEARCH CORP | 4.9% | |
ASML HOLDING NV-NY REG SHS | 4.4% | |
KLA CORPORATION | 4.2% | |
ANALOG DEVICES INC | 4.0% | |
QUALCOMM INC | 3.9% |
SMH Underweight Relative to IDAT
UNIVERSAL DISPLAY CORP | 0.2% | |
QORVO INC | 0.2% | |
SKYWORKS SOLUTIONS INC | 0.3% | |
ON SEMICONDUCTOR CORPORATION | 0.5% | |
TERADYNE INC | 0.5% | |
STMICROELECTRONICS NV-NY SHS | 0.7% | |
MICROCHIP TECHNOLOGY INC | 1.0% | |
MONOLITHIC POWER SYSTEMS INC | 1.1% | |
NXP SEMICONDUCTORS NV | 1.5% | |
MARVELL TECHNOLOGY, INC. | 1.7% |