Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
13%
OVERLAP
BY WEIGHT
3
# OF OVERLAPPING
HOLDINGS
SMHX
24
HOLDINGS
14%
ALSO IN SPRX
SPRX
24
HOLDINGS
15%
ALSO IN SMHX
SECTOR DRIFT (SMHX minus SPRX)
OVERLAPPING HOLDINGS
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| Company | Weight in SMHX |
Weight in SPRX |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 21.0% | 5.9% | 5.9% |
|
MARVELL TECHNOLOGY, INC. | 4.2% | 6.5% | 4.2% |
|
ADVANCED MICRO DEVICES | 4.8% | 2.9% | 2.9% |
SMHX Overweight Relative to SPRX
|
NVIDIA CORP | 15.1% |
|
BROADCOM INC. | 13.1% |
|
SYNOPSYS INC | 5.8% |
|
QUALCOMM INC | 5.1% |
|
MONOLITHIC POWER SYSTEMS INC | 4.6% |
|
CADENCE DESIGN SYS INC | 4.5% |
|
RAMBUS INC | 4.1% |
 |
ARM HOLDINGS PLC | 3.7% |
|
LATTICE SEMICONDUCTOR CORP | 3.5% |
|
CIRRUS LOGIC INC | 3.4% |
SMHX Underweight Relative to SPRX
|
COHERENT INC | -8.8% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -8.0% |
|
APPLIED BLOCKCHAIN INC | -7.3% |
|
ROCKET LAB USA, INC. | -7.1% |
|
AST SPACEMOBILE, INC. CLASS A | -5.6% |
|
TERAWULF INC. | -5.0% |
|
ECHOSTAR CORP-A | -4.5% |
|
CIENA CORP | -4.5% |
|
ARISTA NETWORKS, INC. | -3.9% |
|
CONSTELLATION ENERGY CORPORATION | -3.8% |