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
10
# OF OVERLAPPING
HOLDINGS
SOXX
30
HOLDINGS
33%
ALSO IN FFTY
FFTY
49
HOLDINGS
21%
ALSO IN SOXX
SECTOR DRIFT (SOXX minus FFTY)
OVERLAPPING HOLDINGS
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| Company | Weight in SOXX |
Weight in FFTY |
Overlap | |
|---|---|---|---|---|
 |
MICRON TECHNOLOGY INC | 7.3% | 3.5% | 3.5% |
|
MONOLITHIC POWER SYSTEMS INC | 4.3% | 2.1% | 2.1% |
|
MARVELL TECHNOLOGY, INC. | 6.1% | 2.0% | 2.0% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 3.0% | 2.0% | 2.0% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | 2.0% | 3.5% | 2.0% |
SOXX Overweight Relative to FFTY
|
BROADCOM INC. | 8.0% |
|
NVIDIA CORP | 7.1% |
|
ADVANCED MICRO DEVICES | 6.8% |
|
INTEL CORP | 5.5% |
|
APPLIED MATERIALS INC | 5.1% |
|
MARVELL TECHNOLOGY, INC. | 4.1% |
|
TERADYNE INC | 4.0% |
|
TEXAS INSTRUMENTS INC | 4.0% |
|
KLA CORPORATION | 3.9% |
|
MICRON TECHNOLOGY INC | 3.8% |
SOXX Underweight Relative to FFTY
|
ANAPTYSBIO, INC. | -3.8% |
|
APPLIED BLOCKCHAIN INC | -3.7% |
|
VERTIV HOLDINGS CO. CLASS A | -3.6% |
 |
FABRINET | -3.6% |
 |
CELESTICA INC | -3.5% |
|
STERLING CONSTRUCTION CO | -3.5% |
|
TRAVERE THERAPEUTICS, INC. | -3.5% |
|
COMFORT SYSTEMS USA INC | -3.4% |
|
SITIME CORPORATION | -3.2% |
|
ESCO TECHNOLOGIES INC | -3.0% |