Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
39%
OVERLAP
BY WEIGHT
4
# OF OVERLAPPING
HOLDINGS
WUGI
36
HOLDINGS
13%
ALSO IN SMHX
SMHX
24
HOLDINGS
19%
ALSO IN WUGI
SECTOR DRIFT (WUGI minus SMHX)
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 WUGI |
Weight in SMHX |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 20.2% | 21.0% | 20.2% |
|
BROADCOM INC. | 9.8% | 13.1% | 9.8% |
|
SYNOPSYS INC | 6.6% | 5.8% | 5.8% |
|
CADENCE DESIGN SYS INC | 3.3% | 4.5% | 3.3% |
WUGI Overweight Relative to SMHX
 |
TAIWAN SEMICONDUCTOR-SP ADR | 12.6% |
|
META PLATFORMS INC | 5.5% |
|
SNOWFLAKE, INC. CLASS A | 3.8% |
|
AMAZON.COM INC | 3.7% |
|
KRANESHARES CSI CHINA INTERNET ETF | 3.1% |
|
MONGODB, INC. CLASS A | 2.8% |
|
TAKE-TWO INTERACTIVE SOFTWRE | 2.5% |
 |
SIEMENS ENERGY AG | 2.3% |
|
CLOUDFLARE INC CLASS A | 2.2% |
 |
EATON CORP PLC | 2.1% |
WUGI Underweight Relative to SMHX
|
QUALCOMM INC | -5.1% |
|
ADVANCED MICRO DEVICES | -4.8% |
|
MONOLITHIC POWER SYSTEMS INC | -4.6% |
|
MARVELL TECHNOLOGY, INC. | -4.2% |
|
RAMBUS INC | -4.1% |
 |
ARM HOLDINGS PLC | -3.7% |
|
LATTICE SEMICONDUCTOR CORP | -3.5% |
|
CIRRUS LOGIC INC | -3.4% |
|
BROADCOM INC. | -3.2% |
|
SEMTECH CORP | -3.2% |