Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
22%
OVERLAP
BY WEIGHT
22
# OF OVERLAPPING
HOLDINGS
SOXQ
28
HOLDINGS
79%
ALSO IN TSNF
TSNF
126
HOLDINGS
18%
ALSO IN SOXQ
SECTOR DRIFT (SOXQ minus TSNF)
OVERLAPPING HOLDINGS
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| Company | Weight in SOXQ |
Weight in TSNF |
Overlap | |
|---|---|---|---|---|
 |
MICRON TECHNOLOGY INC | 5.4% | 2.0% | 2.0% |
|
MARVELL TECHNOLOGY, INC. | 4.7% | 1.9% | 1.9% |
|
INTEL CORP | 5.2% | 1.6% | 1.6% |
|
ADVANCED MICRO DEVICES | 6.9% | 1.4% | 1.4% |
|
ON SEMICONDUCTOR CORPORATION | 1.4% | 1.3% | 1.3% |
SOXQ Overweight Relative to TSNF
|
NVIDIA CORP | 10.4% |
|
BROADCOM INC. | 9.1% |
|
ADVANCED MICRO DEVICES | 5.5% |
 |
ASML HOLDING NV-NY REG SHS | 4.7% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 4.3% |
|
LAM RESEARCH CORP | 3.8% |
|
APPLIED MATERIALS INC | 3.7% |
|
INTEL CORP | 3.5% |
|
MICRON TECHNOLOGY INC | 3.4% |
|
NXP SEMICONDUCTORS NV | 3.3% |
SOXQ Underweight Relative to TSNF
|
PLANET LABS PBC CLASS A | -2.3% |
|
INTUITIVE MACHINES INC | -2.1% |
|
IRIDIUM COMMUNICATIONS INC. | -1.6% |
 |
HUT 8 CORP | -1.6% |
|
VIASAT INC | -1.2% |
|
ASTERA LABS INC | -1.2% |
|
MKS INSTRUMENTS INC | -1.2% |
|
INNODATA ISOGEN INC | -1.1% |
|
LATTICE SEMICONDUCTOR CORP | -1.1% |
|
VOYAGER TECHNOLOGIES INC-A | -1.0% |