Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
38%
OVERLAP
BY WEIGHT
18
# OF OVERLAPPING
HOLDINGS
SMH
27
HOLDINGS
72%
ALSO IN QTEC
QTEC
46
HOLDINGS
40%
ALSO IN SMH
SECTOR DRIFT (SMH minus QTEC)
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 QTEC |
Overlap | |
|---|---|---|---|---|
 |
MICRON TECHNOLOGY INC | 5.1% | 2.5% | 2.5% |
|
NVIDIA CORP | 21.0% | 2.4% | 2.4% |
|
BROADCOM INC. | 8.4% | 2.3% | 2.3% |
 |
ASML HOLDING NV-NY REG SHS | 5.0% | 2.3% | 2.3% |
|
SYNOPSYS INC | 2.9% | 2.3% | 2.3% |
SMH Overweight Relative to QTEC
|
NVIDIA CORP | 18.7% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 10.5% |
|
BROADCOM INC. | 6.1% |
|
ADVANCED MICRO DEVICES | 2.7% |
|
ASML HOLDING NV-NY REG SHS | 2.6% |
|
MICRON TECHNOLOGY INC | 2.6% |
|
LAM RESEARCH CORP | 2.5% |
|
KLA CORPORATION | 2.3% |
|
TEXAS INSTRUMENTS INC | 2.2% |
|
QUALCOMM INC | 2.1% |
SMH Underweight Relative to QTEC
 |
PINDUODUO, INC. SPONSORED ADR CLASS | -2.4% |
|
ATLASSIAN CORP. CLASS A | -2.3% |
|
META PLATFORMS INC | -2.3% |
 |
THOMSON REUTERS CORPORATION | -2.3% |
|
ROPER TECHNOLOGIES, INC. | -2.3% |
|
MICROSOFT CORP | -2.3% |
|
APPLE INC | -2.3% |
|
FORTINET INC | -2.3% |
|
INTUIT INC | -2.3% |
|
AUTODESK INC | -2.3% |