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

OVERLAP
35%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
SMH
27
HOLDINGS
24%
ALSO IN WUGI
WUGI
32
HOLDINGS
22%
ALSO IN SMH
SECTOR DRIFT (SMH minus WUGI)
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 WUGI |
Overlap | |
---|---|---|---|---|
TAIWAN SEMICONDUCTOR-SP ADR | 11.4% | 11.8% | 11.4% | |
BROADCOM INC. | 10.9% | 14.2% | 10.9% | |
NVIDIA CORP | 21.3% | 7.2% | 7.2% | |
SYNOPSYS INC | 2.6% | 6.2% | 2.6% | |
INTEL CORP | 3.5% | 1.7% | 1.7% |
SMH Overweight Relative to WUGI
NVIDIA CORP | 14.0% | |
ADVANCED MICRO DEVICES | 5.6% | |
MICRON TECHNOLOGY INC | 5.2% | |
LAM RESEARCH CORP | 4.9% | |
ASML HOLDING NV-NY REG SHS | 4.4% | |
KLA CORPORATION | 4.2% | |
ANALOG DEVICES INC | 4.0% | |
APPLIED MATERIALS INC | 3.7% | |
TEXAS INSTRUMENTS INC | 3.5% | |
CADENCE DESIGN SYS INC | 3.0% |
SMH Underweight Relative to WUGI
META PLATFORMS INC | -14.9% | |
AMAZON.COM INC | -9.7% | |
SALESFORCE.COM INC | -4.6% | |
APPLOVIN CORP. CLASS A | -4.6% | |
SNOWFLAKE, INC. CLASS A | -3.9% | |
SERVICENOW INC | -3.6% | |
SYNOPSYS INC | -3.6% | |
KRANESHARES CSI CHINA INTERNET ETF | -3.5% | |
BROADCOM INC. | -3.3% | |
XTRACKERS HARVEST CSI 300 CHINA A ET | -3.1% |