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
35%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
SOXX
30
HOLDINGS
30%
ALSO IN IGPT
IGPT
102
HOLDINGS
10%
ALSO IN SOXX
SECTOR DRIFT (SOXX minus IGPT)
OVERLAPPING HOLDINGS
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| Company | Weight in SOXX |
Weight in IGPT |
Overlap | |
|---|---|---|---|---|
 |
ADVANCED MICRO DEVICES | 9.3% | 14.3% | 9.3% |
|
MICRON TECHNOLOGY INC | 7.7% | 20.9% | 7.7% |
|
INTEL CORP | 8.4% | 6.7% | 6.7% |
|
NVIDIA CORP | 7.5% | 5.4% | 5.4% |
|
QUALCOMM INC | 3.7% | 3.4% | 3.4% |
SOXX Overweight Relative to IGPT
|
BROADCOM INC. | 7.0% |
|
MARVELL TECHNOLOGY, INC. | 4.7% |
|
ANALOG DEVICES INC | 4.0% |
|
KLA CORPORATION | 4.0% |
|
APPLIED MATERIALS INC | 4.0% |
|
TEXAS INSTRUMENTS INC | 3.9% |
|
LAM RESEARCH CORP | 3.8% |
|
MONOLITHIC POWER SYSTEMS INC | 3.3% |
|
TERADYNE INC | 3.1% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 3.0% |
SOXX Underweight Relative to IGPT
|
MICRON TECHNOLOGY INC | -13.1% |
|
ALPHABET INC. CLASS A | -8.1% |
 |
SK HYNIX INC | -5.7% |
|
ADVANCED MICRO DEVICES | -5.0% |
|
WESTERN DIGITAL CORP | -4.3% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -3.7% |
|
MEDIATEK INC | -3.6% |
|
META PLATFORMS INC | -3.5% |
|
INTUITIVE SURGICAL INC | -2.4% |
|
EQUINIX INC | -1.8% |