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

10
Number of overlapping holdings
33.3%
% of SOXX's 30 holdings also in IDAT
20.8%
% of IDAT's 50 holdings also in SOXX
Overlap by Weight
Sector Drift (SOXX minus IDAT)
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 IDAT |
Overlap | |
---|---|---|---|---|
BROADCOM INC. | 9.5% | 3.4% | 3.4% | |
MICRON TECHNOLOGY INC | 4.5% | 2.7% | 2.7% | |
NVIDIA CORP | 8.7% | 2.6% | 2.6% | |
INTEL CORP | 3.2% | 2.5% | 2.5% | |
NXP SEMICONDUCTORS NV | 3.7% | 2.4% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
SOXX Overweight Relative to IDAT
TEXAS INSTRUMENTS INC | 7.5% | |
NVIDIA CORP | 6.1% | |
BROADCOM INC. | 6.1% | |
ADVANCED MICRO DEVICES | 4.9% | |
KLA CORPORATION | 4.4% | |
LAM RESEARCH CORP | 4.3% | |
MICROCHIP TECHNOLOGY INC | 4.3% | |
MONOLITHIC POWER SYSTEMS INC | 4.2% | |
APPLIED MATERIALS INC | 4.1% | |
TAIWAN SEMICONDUCTOR-SP ADR | 3.9% |
SOXX Underweight Relative to IDAT
SEAGATE TECHNOLOGY HOLDINGS PLC | -3.3% | |
NOKIA OYJ | -3.1% | |
NUTANIX, INC. CLASS A | -3.0% | |
INFINEON TECHNOLOGIES AG | -3.0% | |
CELLNEX TELECOM S.A. | -2.8% | |
SUPER MICRO COMPUTER, INC. | -2.7% | |
CORNING INC | -2.7% | |
AMERICAN TOWER CORP-CL A | -2.7% | |
LM ERICSSON TELEFON AB CLASS B | -2.6% | |
MEDIATEK INC | -2.6% |