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

17
Number of overlapping holdings
68.0%
% of SMH's 25 holdings also in QTEC
45.9%
% of QTEC's 38 holdings also in SMH
Overlap by Weight
Sector Drift (SMH minus QTEC)
Overlapping Holdings
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Company | Weight in SMH |
Weight in QTEC |
Overlap | |
---|---|---|---|---|
NVIDIA CORP | 9.9% | 3.1% | 3.1% | |
MICRON TECHNOLOGY INC | 4.8% | 3.1% | 3.1% | |
ASML HOLDING NV-NY REG SHS | 5.2% | 3.0% | 3.0% | |
QUALCOMM INC | 5.1% | 3.0% | 3.0% | |
ADVANCED MICRO DEVICES | 4.8% | 2.9% | 2.9% |
Position Highlights (Non-Overlapping Exposures)
SMH Overweight Relative to QTEC
TAIWAN SEMICONDUCTOR-SP ADR | 11.6% | |
NVIDIA CORP | 6.8% | |
STMICROELECTRONICS NV-NY SHS | 2.7% | |
BROADCOM INC. | 2.4% | |
ASML HOLDING NV-NY REG SHS | 2.2% | |
ON SEMICONDUCTOR CORPORATION | 2.2% | |
QUALCOMM INC | 2.1% | |
ADVANCED MICRO DEVICES | 1.9% | |
TEXAS INSTRUMENTS INC | 1.9% | |
INTEL CORP | 1.8% |
SMH Underweight Relative to QTEC
META PLATFORMS INC | -3.2% | |
PINDUODUO, INC. SPONSORED ADR CLASS | -3.0% | |
COGNIZANT TECH SOLUTIONS-A | -3.0% | |
ZSCALER, INC. | -2.8% | |
ATLASSIAN CORP. PLC CLASS A | -2.8% | |
ANSYS INC | -2.8% | |
AUTODESK INC | -2.8% | |
INTUIT INC | -2.8% | |
ADOBE SYSTEMS INC | -2.8% | |
APPLE INC | -2.7% |