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 PSOX
| 6976.T TAIYO YUDEN CO LTD | 9.80% |
| 2327.TW YAGEO CORP | 9.61% |
| 009150.KS SAMSUNG ELECTRO-MECHANICS CO… | 9.53% |
| 2308.TW DELTA ELECTRONICS INC | 9.34% |
| 6981.T MURATA MANUFACTURING CO LTD | 9.24% |
| 2492.TW WALSIN TECHNOLOGY CORP | 5.81% |
| BE BLOOM ENERGY CORP | 5.21% |
| 3026.TW HOLY STONE ENTERPRISE CO LTD | 4.76% |
| 6173.TW PROSPERITY DIELECTRICS CO LTD | 4.17% |
| IFX.DE INFINEON TECHNOLOGIES AG | 4.06% |
| AEHR AEHR TEST SYSTEMS | 3.69% |
| 000636.SZ GUANGDONG FENGHUA ADVANCED… | 3.38% |
| VICR VICOR CORP | 3.21% |
| 3017.TW ASIA VITAL COMPONENTS CO LTD | 2.97% |
| AIXA.DE AIXTRON SE | 2.85% |
Only in SMH
| NVDA Nvidia Corp | 19.60% |
| TSM Taiwan Semiconductor… | 9.30% |
| AMD Advanced Micro Devices Inc | 5.66% |
| AVGO Broadcom Inc | 5.34% |
| 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% |
| INTC Intel Corp | 4.30% |
| ADI Analog Devices Inc | 4.15% |
| SKHY Sk Hynix Inc | 4.08% |
| QCOM Qualcomm Inc | 3.57% |
Research tool only: overlap is one lens on similarity, not a judgment of which fund is better.