ETF Holdings Overlap
How much do two funds actually share? Weight-based overlap, shared positions, and what is unique to each side.
Largest Shared Positions
Only in AINF
| 6857.T Advantest Corp | 5.18% |
| 3443.TW Global Unichip Corp | 4.91% |
| 2454.TW MediaTek Inc | 4.42% |
| LSCC Lattice Semiconductor Corp | 4.30% |
| 2344.TW Winbond Electronics Corp | 4.22% |
| NBIS Nebius Group NV | 4.10% |
| CRWV CoreWeave Inc | 3.85% |
| 2395.TW Advantech Co Ltd | 2.78% |
| 3661.TW Alchip Technologies Ltd | 2.77% |
| CEVA CEVA Inc | 1.55% |
| AMBA Ambarella Inc | 1.33% |
| 6526.T Socionext Inc | 1.33% |
| 108320.KS LX Semicon Co Ltd | 1.29% |
| 5269.TW ASMedia Technology Inc | 1.28% |
| QUIK QuickLogic Corp | 1.26% |
Only in SMH
| MU Micron Technology Inc | 4.79% |
| TXN Texas Instruments Inc | 4.70% |
| MRVL Marvell Technology Inc | 4.66% |
| AMAT Applied Materials Inc | 4.64% |
| KLAC Kla Corp | 4.59% |
| ASML Asml Holding Nv | 4.38% |
| LRCX Lam Research Corp | 4.33% |
| ADI Analog Devices Inc | 4.15% |
| SKHY Sk Hynix Inc | 4.08% |
| QCOM Qualcomm Inc | 3.57% |
| SNPS Synopsys Inc | 2.04% |
| CDNS Cadence Design Systems Inc | 2.03% |
| TER Teradyne Inc | 1.25% |
| MPWR Monolithic Power Systems Inc | 1.21% |
| ALAB Astera Labs Inc | 1.10% |
Research tool only: overlap is one lens on similarity, not a judgment of which fund is better.