Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
15%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
SMHX
24
HOLDINGS
36%
ALSO IN SNSR
SNSR
69
HOLDINGS
12%
ALSO IN SMHX
SECTOR DRIFT (SMHX minus SNSR)
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 SMHX |
Weight in SNSR |
Overlap | |
|---|---|---|---|---|
 |
RAMBUS INC | 4.3% | 5.0% | 4.3% |
|
LATTICE SEMICONDUCTOR CORP | 3.8% | 5.9% | 3.8% |
|
QUALCOMM INC | 5.2% | 2.4% | 2.4% |
|
SILICON LABORATORIES INC | 1.7% | 2.3% | 1.7% |
|
SYNAPTICS INC | 1.0% | 1.5% | 1.0% |
SMHX Overweight Relative to SNSR
|
NVIDIA CORP | 14.2% |
|
BROADCOM INC. | 10.9% |
|
MARVELL TECHNOLOGY, INC. | 8.4% |
 |
ARM HOLDINGS PLC | 8.3% |
|
ASTERA LABS INC | 7.4% |
|
ADVANCED MICRO DEVICES | 7.3% |
|
MONOLITHIC POWER SYSTEMS INC | 4.0% |
|
CADENCE DESIGN SYS INC | 3.7% |
|
SYNOPSYS INC | 3.5% |
|
SITIME CORPORATION | 3.4% |
SMHX Underweight Relative to SNSR
 |
STMICROELECTRONICS NV | -10.2% |
|
DEXCOM INC | -4.8% |
|
GARMIN LTD | -4.6% |
 |
ADVANTECH CO LTD | -4.3% |
|
SAMSARA, INC. CLASS A | -4.0% |
|
MEDIATEK INC | -3.8% |
|
SKYWORKS SOLUTIONS INC | -3.5% |
|
EMEMORY TECHNOLOGY, INC. | -2.6% |
|
CISCO SYSTEMS INC | -2.3% |
|
SENSATA TECHNOLOGIES HOLDING PLC | -2.3% |