Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
65%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
SOXX
30
HOLDINGS
66%
ALSO IN FTXL
FTXL
32
HOLDINGS
63%
ALSO IN SOXX
SECTOR DRIFT (SOXX minus FTXL)
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 FTXL |
Overlap | |
|---|---|---|---|---|
 |
MICRON TECHNOLOGY INC | 8.5% | 17.2% | 8.5% |
|
APPLIED MATERIALS INC | 6.9% | 5.5% | 5.5% |
|
BROADCOM INC. | 5.4% | 5.4% | 5.4% |
|
NVIDIA CORP | 6.9% | 5.2% | 5.2% |
|
LAM RESEARCH CORP | 5.0% | 5.8% | 5.0% |
SOXX Overweight Relative to FTXL
 |
ASML HOLDING NV-NY REG SHS | 4.2% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 3.9% |
|
ADVANCED MICRO DEVICES | 3.2% |
|
MARVELL TECHNOLOGY, INC. | 2.9% |
|
MONOLITHIC POWER SYSTEMS INC | 2.0% |
|
TEXAS INSTRUMENTS INC | 1.7% |
|
MICROCHIP TECHNOLOGY INC | 1.7% |
|
ENTEGRIS INC | 1.7% |
|
NVIDIA CORP | 1.7% |
|
NXP SEMICONDUCTORS NV | 1.6% |
SOXX Underweight Relative to FTXL
|
MICRON TECHNOLOGY INC | -8.7% |
|
INTEL CORP | -5.7% |
|
AMKOR TECHNOLOGY INC | -4.5% |
|
COHERENT INC | -2.8% |
|
AVNET INC | -2.1% |
|
QUALCOMM INC | -1.6% |
|
QORVO INC | -1.3% |
|
SKYWORKS SOLUTIONS INC | -1.3% |
|
CIRRUS LOGIC INC | -1.2% |
|
ON SEMICONDUCTOR CORPORATION | -1.2% |