ETF Holdings Overlap
How much do two funds actually share? Weight-based overlap, shared positions, and what is unique to each side.
Biggest Weighting Differences
Only in SMH
| NVDA Nvidia Corp |
22.63% |
| TSM Taiwan Semiconductor… |
9.65% |
| AVGO Broadcom Inc |
6.11% |
| MU Micron Technology Inc |
5.45% |
| AMD Advanced Micro Devices Inc |
5.36% |
| ASML Asml Holding Nv |
5.10% |
| LRCX Lam Research Corp |
4.40% |
| AMAT Applied Materials Inc |
4.36% |
| ADI Analog Devices Inc |
4.32% |
| TXN Texas Instruments Inc |
4.30% |
| MRVL Marvell Technology Inc |
4.02% |
| QCOM Qualcomm Inc |
3.95% |
| INTC Intel Corp |
3.92% |
| KLAC Kla Corp |
3.85% |
| CDNS Cadence Design Systems Inc |
2.31% |
Research tool only — overlap is one lens on similarity, not a judgment of which fund is better.