Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
29%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
SOXX
30
HOLDINGS
20%
ALSO IN AINF
AINF
23
HOLDINGS
26%
ALSO IN SOXX
SECTOR DRIFT (SOXX minus AINF)
OVERLAPPING HOLDINGS
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| Company | Weight in SOXX |
Weight in AINF |
Overlap | |
|---|---|---|---|---|
 |
ADVANCED MICRO DEVICES | 8.5% | 8.8% | 8.5% |
|
NVIDIA CORP | 7.3% | 9.8% | 7.3% |
|
BROADCOM INC. | 7.0% | 10.1% | 7.0% |
|
INTEL CORP | 5.8% | 3.2% | 3.2% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 3.0% | 10.5% | 3.0% |
SOXX Overweight Relative to AINF
|
MICRON TECHNOLOGY INC | 7.3% |
|
TEXAS INSTRUMENTS INC | 4.6% |
|
ANALOG DEVICES INC | 4.6% |
|
QUALCOMM INC | 3.8% |
|
MARVELL TECHNOLOGY, INC. | 3.7% |
 |
NXP SEMICONDUCTORS NV | 3.6% |
|
KLA CORPORATION | 3.6% |
|
APPLIED MATERIALS INC | 3.4% |
|
MONOLITHIC POWER SYSTEMS INC | 3.1% |
|
LAM RESEARCH CORP | 3.1% |
SOXX Underweight Relative to AINF
|
TAIWAN SEMICONDUCTOR-SP ADR | -7.6% |
|
GLOBAL UNICHIP CORP | -5.1% |
 |
ADVANTEST CORP | -4.8% |
|
WINBOND ELECTRONICS CORP | -4.4% |
|
MEDIATEK INC | -4.2% |
|
LATTICE SEMICONDUCTOR CORP | -3.6% |
 |
ARM HOLDINGS PLC | -3.4% |
|
NEBIUS GROUP NV | -3.2% |
|
BROADCOM INC. | -3.2% |
|
ADVANTECH CO LTD | -2.9% |