Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
28%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
SOXX
30
HOLDINGS
33%
ALSO IN EUV
EUV
39
HOLDINGS
26%
ALSO IN SOXX
SECTOR DRIFT (SOXX minus EUV)
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 SOXX |
Weight in EUV |
Overlap | |
|---|---|---|---|---|
 |
APPLIED MATERIALS INC | 5.1% | 6.7% | 5.1% |
|
KLA CORPORATION | 4.8% | 5.4% | 4.8% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 4.3% | 10.5% | 4.3% |
|
LAM RESEARCH CORP | 4.3% | 6.1% | 4.3% |
|
MARVELL TECHNOLOGY, INC. | 4.0% | 2.9% | 2.9% |
SOXX Overweight Relative to EUV
|
ADVANCED MICRO DEVICES | 8.3% |
|
NVIDIA CORP | 8.3% |
|
MICRON TECHNOLOGY INC | 7.6% |
|
BROADCOM INC. | 7.2% |
|
INTEL CORP | 5.2% |
|
TEXAS INSTRUMENTS INC | 4.0% |
|
ANALOG DEVICES INC | 3.9% |
 |
NXP SEMICONDUCTORS NV | 3.6% |
|
MONOLITHIC POWER SYSTEMS INC | 3.4% |
|
QUALCOMM INC | 3.0% |
SOXX Underweight Relative to EUV
|
ASML HOLDING NV-NY REG SHS | -7.6% |
|
TAIWAN SEMICONDUCTOR-SP ADR | -6.2% |
|
CORNING INC | -4.6% |
|
LUMENTUM HOLDINGS INC | -3.7% |
|
COHERENT INC | -3.3% |
|
CIENA CORP | -3.2% |
|
NANOMETRICS INC | -2.9% |
|
NOVANTA INC | -2.1% |
 |
FABRINET | -2.0% |
|
ULTRA CLEAN HOLDINGS | -1.9% |