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
20%
OVERLAP
BY WEIGHT
3
# OF OVERLAPPING
HOLDINGS
SMHX
24
HOLDINGS
14%
ALSO IN SPRX
SPRX
26
HOLDINGS
13%
ALSO IN SMHX
SECTOR DRIFT (SMHX minus SPRX)
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 SPRX |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 20.5% | 9.9% | 9.9% |
|
MARVELL TECHNOLOGY, INC. | 5.3% | 5.3% | 5.3% |
|
ADVANCED MICRO DEVICES | 6.5% | 4.4% | 4.4% |
SMHX Overweight Relative to SPRX
|
BROADCOM INC. | 14.0% |
|
NVIDIA CORP | 10.6% |
|
QUALCOMM INC | 5.2% |
|
RAMBUS INC | 5.0% |
|
MONOLITHIC POWER SYSTEMS INC | 4.7% |
|
SYNOPSYS INC | 4.6% |
|
CADENCE DESIGN SYS INC | 4.5% |
 |
ARM HOLDINGS PLC | 3.9% |
|
CIRRUS LOGIC INC | 3.7% |
|
SEMTECH CORP | 2.8% |
SMHX Underweight Relative to SPRX
|
COHERENT INC | -9.3% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -8.3% |
|
CLOUDFLARE INC CLASS A | -6.0% |
|
CONSTELLATION ENERGY CORPORATION | -5.5% |
|
CIENA CORP | -5.0% |
|
TERAWULF INC. | -5.0% |
|
APPLIED BLOCKCHAIN INC | -4.7% |
|
SHOPIFY, INC. CLASS A | -3.9% |
|
ZSCALER, INC. | -3.7% |
|
SNOWFLAKE, INC. CLASS A | -3.6% |