Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
41%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
SOXX
30
HOLDINGS
63%
ALSO IN QTEC
QTEC
48
HOLDINGS
40%
ALSO IN SOXX
SECTOR DRIFT (SOXX minus QTEC)
OVERLAPPING HOLDINGS
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| Company | Weight in SOXX |
Weight in QTEC |
Overlap | |
|---|---|---|---|---|
 |
INTEL CORP | 9.7% | 2.8% | 2.8% |
|
ADVANCED MICRO DEVICES | 9.5% | 2.8% | 2.8% |
|
MARVELL TECHNOLOGY, INC. | 4.4% | 2.5% | 2.5% |
|
ASTERA LABS INC | 2.5% | 2.5% | 2.5% |
|
QUALCOMM INC | 4.2% | 2.4% | 2.4% |
SOXX Overweight Relative to QTEC
|
INTEL CORP | 6.9% |
|
ADVANCED MICRO DEVICES | 6.7% |
|
MICRON TECHNOLOGY INC | 5.7% |
|
NVIDIA CORP | 5.1% |
|
BROADCOM INC. | 4.8% |
 |
SK HYNIX INC-ADR | 3.2% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 2.9% |
|
MARVELL TECHNOLOGY, INC. | 1.8% |
|
QUALCOMM INC | 1.8% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | 1.7% |
SOXX Underweight Relative to QTEC
|
META PLATFORMS INC | -2.7% |
|
STRATEGY INC | -2.5% |
 |
NEBIUS GROUP NV | -2.4% |
|
SANDISK CORP | -2.3% |
|
DATADOG INC CLASS A | -2.3% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -2.3% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -2.2% |
|
APPLE INC | -2.2% |
|
COREWEAVE INC-CL A | -2.1% |
 |
ARM HOLDINGS PLC | -2.1% |