Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
SMHX
24
HOLDINGS
23%
ALSO IN SPRX
SPRX
26
HOLDINGS
19%
ALSO IN SMHX
SECTOR DRIFT (SMHX minus SPRX)
OVERLAPPING HOLDINGS
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| Company | Weight in SMHX |
Weight in SPRX |
Overlap | |
|---|---|---|---|---|
 |
CREDO TECHNOLOGY GROUP HOLDING LTD. | 4.3% | 4.4% | 4.3% |
|
ASTERA LABS INC | 4.2% | 11.2% | 4.2% |
 |
ARM HOLDINGS PLC | 3.9% | 7.7% | 3.9% |
|
MARVELL TECHNOLOGY, INC. | 5.2% | 3.8% | 3.8% |
|
ADVANCED MICRO DEVICES | 7.4% | 0.8% | 0.8% |
SMHX Overweight Relative to SPRX
|
NVIDIA CORP | 20.4% |
|
BROADCOM INC. | 12.4% |
|
ADVANCED MICRO DEVICES | 6.6% |
|
CADENCE DESIGN SYS INC | 5.4% |
|
QUALCOMM INC | 5.4% |
|
SYNOPSYS INC | 5.3% |
|
MONOLITHIC POWER SYSTEMS INC | 4.6% |
|
LATTICE SEMICONDUCTOR CORP | 3.4% |
|
SITIME CORPORATION | 3.2% |
|
SEMTECH CORP | 2.9% |
SMHX Underweight Relative to SPRX
|
CLOUDFLARE INC CLASS A | -9.8% |
|
LUMENTUM HOLDINGS INC | -7.1% |
|
COHERENT INC | -7.1% |
|
ASTERA LABS INC | -7.1% |
|
LAM RESEARCH CORP | -6.6% |
|
SPACE EXPLORATION TECHNOLOGIES | -5.8% |
|
APPLIED OPTOELECTRONICS INC | -5.5% |
|
CIENA CORP | -5.4% |
|
KLA CORPORATION | -4.3% |
|
MKS INSTRUMENTS INC | -4.2% |