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

OVERLAP
69%
OVERLAP
BY WEIGHT
BY WEIGHT
23
# OF OVERLAPPING HOLDINGS
SMH
27
HOLDINGS
92%
ALSO IN SOXX
SOXX
30
HOLDINGS
77%
ALSO IN SMH
SECTOR DRIFT (SMH minus SOXX)
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 SOXX |
Overlap | |
---|---|---|---|---|
NVIDIA CORP | 20.8% | 8.0% | 8.0% | |
BROADCOM INC. | 9.0% | 7.6% | 7.6% | |
ADVANCED MICRO DEVICES | 5.6% | 8.9% | 5.6% | |
MICRON TECHNOLOGY INC | 4.5% | 4.5% | 4.5% | |
TEXAS INSTRUMENTS INC | 4.4% | 6.6% | 4.4% |
SMH Overweight Relative to SOXX
NVIDIA CORP | 12.8% | |
TAIWAN SEMICONDUCTOR-SP ADR | 7.5% | |
CADENCE DESIGN SYS INC | 3.0% | |
SYNOPSYS INC | 2.7% | |
ASML HOLDING NV-NY REG SHS | 1.6% | |
BROADCOM INC. | 1.4% | |
ANALOG DEVICES INC | 0.5% | |
APPLIED MATERIALS INC | 0.5% | |
LAM RESEARCH CORP | 0.3% | |
KLA CORPORATION | 0.2% |
SMH Underweight Relative to SOXX
ADVANCED MICRO DEVICES | -3.3% | |
MICROCHIP TECHNOLOGY INC | -2.9% | |
MONOLITHIC POWER SYSTEMS INC | -2.7% | |
ON SEMICONDUCTOR CORPORATION | -2.3% | |
MARVELL TECHNOLOGY, INC. | -2.3% | |
NXP SEMICONDUCTORS NV | -2.2% | |
TEXAS INSTRUMENTS INC | -2.2% | |
QUALCOMM INC | -2.1% | |
ENTEGRIS INC | -1.6% | |
TERADYNE INC | -1.5% |