Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
34%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
SOXX
30
HOLDINGS
33%
ALSO IN IGPT
IGPT
112
HOLDINGS
11%
ALSO IN SOXX
SECTOR DRIFT (SOXX minus IGPT)
OVERLAPPING HOLDINGS
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| Company | Weight in SOXX |
Weight in IGPT |
Overlap | |
|---|---|---|---|---|
 |
ADVANCED MICRO DEVICES | 8.5% | 9.0% | 8.5% |
|
NVIDIA CORP | 7.3% | 8.4% | 7.3% |
|
MICRON TECHNOLOGY INC | 7.3% | 8.1% | 7.3% |
|
INTEL CORP | 5.8% | 3.3% | 3.3% |
|
MARVELL TECHNOLOGY, INC. | 3.7% | 3.0% | 3.0% |
SOXX Overweight Relative to IGPT
|
BROADCOM INC. | 7.0% |
|
TEXAS INSTRUMENTS INC | 4.6% |
|
ANALOG DEVICES INC | 4.6% |
 |
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% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 3.0% |
 |
SK HYNIX INC-ADR | 2.7% |
SOXX Underweight Relative to IGPT
|
META PLATFORMS INC | -8.6% |
|
ALPHABET INC. CLASS A | -7.5% |
|
SK HYNIX INC | -3.8% |
|
MEDIATEK INC | -3.5% |
|
SANDISK CORP | -3.0% |
|
INTUITIVE SURGICAL INC | -2.7% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -2.6% |
|
WESTERN DIGITAL CORP | -2.3% |
|
SNOWFLAKE, INC. CLASS A | -1.9% |
 |
KEYENCE CORP | -1.8% |