Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

21
Number of overlapping holdings
70.0%
% of SOXX's 30 holdings also in FTXL
70.0%
% of FTXL's 31 holdings also in SOXX
Overlap by Weight
Sector Drift (SOXX minus FTXL)
Overlapping Holdings
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Company | Weight in SOXX |
Weight in FTXL |
Overlap | |
---|---|---|---|---|
BROADCOM INC. | 9.4% | 9.2% | 9.2% | |
NVIDIA CORP | 8.6% | 8.4% | 8.4% | |
QUALCOMM INC | 5.9% | 7.3% | 5.9% | |
MICRON TECHNOLOGY INC | 4.7% | 9.1% | 4.7% | |
KLA CORPORATION | 4.6% | 4.5% | 4.5% |
Position Highlights (Non-Overlapping Exposures)
SOXX Overweight Relative to FTXL
TAIWAN SEMICONDUCTOR-SP ADR | 3.9% | |
TEXAS INSTRUMENTS INC | 3.8% | |
ASML HOLDING NV-NY REG SHS | 3.6% | |
ADVANCED MICRO DEVICES | 2.7% | |
MONOLITHIC POWER SYSTEMS INC | 1.9% | |
QORVO INC | 0.9% | |
STMICROELECTRONICS NV-NY SHS | 0.9% | |
UNIVERSAL DISPLAY CORP | 0.9% | |
ADVANCED SEMICONDUCTOR E-ADR | 0.8% | |
MKS INSTRUMENTS INC | 0.8% |
SOXX Underweight Relative to FTXL
MICRON TECHNOLOGY INC | -4.5% | |
APPLIED MATERIALS INC | -3.9% | |
AVNET INC | -3.7% | |
SKYWORKS SOLUTIONS INC | -2.5% | |
COHERENT INC | -1.8% | |
QUALCOMM INC | -1.3% | |
CIRRUS LOGIC INC | -1.3% | |
ON SEMICONDUCTOR CORPORATION | -1.3% | |
RAMBUS INC | -0.7% | |
CREDO TECHNOLOGY GROUP HOLDING LTD. | -0.6% |