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
22%
OVERLAP
BY WEIGHT
21
# OF OVERLAPPING
HOLDINGS
SOXX
30
HOLDINGS
70%
ALSO IN TSNF
TSNF
126
HOLDINGS
17%
ALSO IN SOXX
SECTOR DRIFT (SOXX minus TSNF)
OVERLAPPING HOLDINGS
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| Company | Weight in SOXX |
Weight in TSNF |
Overlap | |
|---|---|---|---|---|
 |
MICRON TECHNOLOGY INC | 11.6% | 2.0% | 2.0% |
|
MARVELL TECHNOLOGY, INC. | 6.2% | 1.9% | 1.9% |
|
INTEL CORP | 6.2% | 1.6% | 1.6% |
|
ADVANCED MICRO DEVICES | 9.5% | 1.4% | 1.4% |
|
ON SEMICONDUCTOR CORPORATION | 2.4% | 1.3% | 1.3% |
SOXX Overweight Relative to TSNF
|
MICRON TECHNOLOGY INC | 9.6% |
|
ADVANCED MICRO DEVICES | 8.1% |
|
BROADCOM INC. | 6.2% |
|
NVIDIA CORP | 5.2% |
|
INTEL CORP | 4.6% |
|
MARVELL TECHNOLOGY, INC. | 4.3% |
|
QUALCOMM INC | 3.5% |
|
APPLIED MATERIALS INC | 3.5% |
 |
NXP SEMICONDUCTORS NV | 3.5% |
|
MONOLITHIC POWER SYSTEMS INC | 2.9% |
SOXX Underweight Relative to TSNF
|
PLANET LABS PBC CLASS A | -2.3% |
|
INTUITIVE MACHINES INC | -2.1% |
|
IRIDIUM COMMUNICATIONS INC. | -1.6% |
 |
HUT 8 CORP | -1.6% |
|
VIASAT INC | -1.2% |
|
MKS INSTRUMENTS INC | -1.2% |
|
GLOBALFOUNDRIES INC. | -1.1% |
|
INNODATA ISOGEN INC | -1.1% |
|
LATTICE SEMICONDUCTOR CORP | -1.1% |
|
VOYAGER TECHNOLOGIES INC-A | -1.0% |