Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
36%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
SMH
27
HOLDINGS
40%
ALSO IN IGPT
IGPT
102
HOLDINGS
11%
ALSO IN SMH
SECTOR DRIFT (SMH minus IGPT)
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 IGPT |
Overlap | |
|---|---|---|---|---|
 |
MICRON TECHNOLOGY INC | 8.2% | 20.9% | 8.2% |
|
ADVANCED MICRO DEVICES | 7.2% | 14.3% | 7.2% |
|
INTEL CORP | 7.7% | 6.7% | 6.7% |
|
NVIDIA CORP | 13.8% | 5.4% | 5.4% |
|
QUALCOMM INC | 4.2% | 3.4% | 3.4% |
SMH Overweight Relative to IGPT
 |
TAIWAN SEMICONDUCTOR-SP ADR | 9.4% |
|
NVIDIA CORP | 8.4% |
|
BROADCOM INC. | 6.0% |
|
LAM RESEARCH CORP | 4.9% |
|
KLA CORPORATION | 4.9% |
|
APPLIED MATERIALS INC | 4.8% |
|
TEXAS INSTRUMENTS INC | 4.5% |
|
MARVELL TECHNOLOGY, INC. | 4.3% |
 |
ASML HOLDING NV-NY REG SHS | 4.2% |
|
ANALOG DEVICES INC | 3.7% |
SMH Underweight Relative to IGPT
|
MICRON TECHNOLOGY INC | -12.6% |
|
ALPHABET INC. CLASS A | -8.1% |
|
ADVANCED MICRO DEVICES | -7.1% |
 |
HYNIX SEMICONDUCTOR INC | -5.7% |
|
WESTERN DIGITAL CORP | -4.3% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -3.7% |
|
MEDIATEK INC | -3.6% |
|
META PLATFORMS INC | -3.5% |
|
INTUITIVE SURGICAL INC | -2.4% |
|
EQUINIX INC | -1.8% |