Fund comparison · from official SEC filings
SMH vs SOXX: how much do they overlap?
VanEck Semiconductor ETF and iShares Semiconductor ETF
vs
SMH and SOXX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
SMH
SOXX
N
NVDANVIDIA CORP
19.64%
7.46%
T
TSMTAIWAN SEMICONDUCTOR-SP ADR
11.84%
4.00%
A
AVGOBROADCOM INC
7.79%
7.72%
A
AMDADVANCED MICRO DEVICES
4.68%
6.92%
Q
QCOMQUALCOMM INC
4.09%
5.38%
A
ASMLASML HOLDING NV-NY REG SHS
4.99%
4.31%
M
MUMICRON TECHNOLOGY INC
4.23%
4.89%
I
INTCINTEL CORP
4.34%
4.80%
K
KLACKLA CORP
4.74%
4.31%
T
TXNTEXAS INSTRUMENTS INC
4.61%
4.72%
A
ADIANALOG DEVICES INC
4.70%
3.40%
M
MRVLMARVELL TECHNOLOGY INC
2.35%
4.65%
L
LRCXLAM RESEARCH CORP
4.60%
4.65%
A
AMATAPPLIED MATERIALS INC
4.59%
4.43%
M
MPWRMONOLITHIC POWER SYSTEMS INC
1.23%
3.83%
N
NXPINXP SEMICONDUCTORS NV
1.24%
3.37%
M
MCHPMICROCHIP TECHNOLOGY INC
1.00%
3.28%
A
ALABASTERA LABS INC
0.44%
2.41%
T
TERTERADYNE INC
1.41%
2.11%
O
ONON SEMICONDUCTOR
0.60%
1.94%
S
SWKSSKYWORKS SOLUTIONS INC
0.21%
1.10%
S
STMSTMICROELECTRONICS NV-NY SHS
0.90%
0.57%
A
ARMARM HOLDINGS PLC-ADR
0.76%
0.59%
Only in SMH
S
SNPSSYNOPSYS INC
2.50%
C
CDNSCADENCE DESIGN SYS INC
2.43%
G
GVMXXSTATE ST INST US GOV MM-PREM
0.07%
Only in SOXX
C
CRDOCREDO TECHNOLOGY GROUP HOLDI
2.11%
B
BISXXBCF INSTITUTIONAL-SL AGNCY
1.71%
E
ENTGENTEGRIS INC
1.35%
R
RMBSRAMBUS INC
1.08%
N
NVMINOVA LTD
0.91%
M
MTSIMACOM TECHNOLOGY SOLUTIONS H
0.77%
A
ASXASE TECHNOLOGY HOLDING -ADR
0.57%
U
UMCUNITED MICROELECTRON-SP ADR
0.54%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.12%
?
—N/A
0.00%
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41% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.