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

17
Number of overlapping holdings
56.7%
% of SOXX's 30 holdings also in QTEC
37.8%
% of QTEC's 46 holdings also in SOXX
Overlap by Weight
Sector Drift (SOXX minus QTEC)
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 QTEC |
Overlap | |
---|---|---|---|---|
BROADCOM INC. | 9.0% | 2.4% | 2.4% | |
APPLIED MATERIALS INC | 4.3% | 2.3% | 2.3% | |
KLA CORPORATION | 4.3% | 2.2% | 2.2% | |
LAM RESEARCH CORP | 4.3% | 2.2% | 2.2% | |
NVIDIA CORP | 8.1% | 2.2% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
SOXX Overweight Relative to QTEC
BROADCOM INC. | 6.6% | |
NVIDIA CORP | 5.9% | |
TEXAS INSTRUMENTS INC | 5.3% | |
ADVANCED MICRO DEVICES | 4.9% | |
MONOLITHIC POWER SYSTEMS INC | 4.5% | |
QUALCOMM INC | 4.2% | |
TAIWAN SEMICONDUCTOR-SP ADR | 3.9% | |
KLA CORPORATION | 2.1% | |
LAM RESEARCH CORP | 2.1% | |
APPLIED MATERIALS INC | 2.0% |
SOXX Underweight Relative to QTEC
PALANTIR TECHNOLOGIES INC. CLASS A | -3.1% | |
MICROSTRATEGY INC-CL A | -2.9% | |
CROWDSTRIKE HOLDINGS, INC. CLASS A | -2.7% | |
CADENCE DESIGN SYS INC | -2.6% | |
ZSCALER, INC. | -2.5% | |
MICROSOFT CORP | -2.5% | |
FORTINET INC | -2.4% | |
DOORDASH, INC. CLASS A | -2.4% | |
SYNOPSYS INC | -2.4% | |
AUTODESK INC | -2.4% |