Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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0
Number of overlapping holdings
nan%
% of SMH's 26 holdings also in QTEC
0.0%
% of QTEC's 39 holdings also in SMH
Overlap by Weight
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 | |
|---|---|---|---|---|
Position Highlights (Non-Overlapping Exposures)
SMH Overweight Relative to QTEC
 |
ALPHABET INC. CLASS A | -1.3% |
|
ALPHABET INC. CLASS C | -1.3% |
|
ON SEMICONDUCTOR CORPORATION | -1.9% |
|
FORTINET INC | -2.2% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -2.3% |
|
ATLASSIAN CORP. PLC CLASS A | -2.3% |
|
TEXAS INSTRUMENTS INC | -2.4% |
|
AUTODESK INC | -2.4% |
|
ANSYS INC | -2.4% |
|
WORKDAY INC-CLASS A | -2.4% |
SMH Underweight Relative to QTEC
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -3.2% |
|
ZSCALER, INC. | -3.1% |
|
KLA-TENCOR CORPORATION | -3.1% |
|
ADVANCED MICRO DEVICES | -3.0% |
|
SYNOPSYS INC | -3.0% |
 |
PINDUODUO, INC. SPONSORED ADR CLASS | -3.0% |
|
DATADOG INC CLASS A | -3.0% |
|
ADOBE SYSTEMS INC | -3.0% |
|
INTEL CORP | -2.9% |
|
LAM RESEARCH CORP | -2.9% |