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
75%
OVERLAP
BY WEIGHT
21
# OF OVERLAPPING
HOLDINGS
SOXX
30
HOLDINGS
70%
ALSO IN FTXL
FTXL
31
HOLDINGS
70%
ALSO IN SOXX
SECTOR DRIFT (SOXX minus FTXL)
OVERLAPPING HOLDINGS
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| Company | Weight in SOXX |
Weight in FTXL |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 8.6% | 9.4% | 8.6% |
|
BROADCOM INC. | 8.0% | 9.8% | 8.0% |
|
QUALCOMM INC | 6.1% | 6.7% | 6.1% |
|
ADVANCED MICRO DEVICES | 9.9% | 5.6% | 5.6% |
|
MICRON TECHNOLOGY INC | 4.1% | 8.3% | 4.1% |
SOXX Overweight Relative to FTXL
|
ADVANCED MICRO DEVICES | 4.4% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 3.4% |
 |
ASML HOLDING NV-NY REG SHS | 2.9% |
|
TEXAS INSTRUMENTS INC | 2.8% |
|
MONOLITHIC POWER SYSTEMS INC | 1.8% |
|
MARVELL TECHNOLOGY, INC. | 1.3% |
|
QORVO INC | 1.1% |
|
MKS INSTRUMENTS INC | 0.9% |
 |
STMICROELECTRONICS NV-NY SHS | 0.8% |
|
UNIVERSAL DISPLAY CORP | 0.8% |
SOXX Underweight Relative to FTXL
|
MICRON TECHNOLOGY INC | -4.2% |
|
AVNET INC | -3.6% |
|
APPLIED MATERIALS INC | -3.4% |
|
SKYWORKS SOLUTIONS INC | -2.4% |
|
COHERENT INC | -1.8% |
|
BROADCOM INC. | -1.8% |
|
CIRRUS LOGIC INC | -1.4% |
|
ON SEMICONDUCTOR CORPORATION | -0.9% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -0.9% |
|
NVIDIA CORP | -0.8% |