Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
16%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
SMHX
24
HOLDINGS
38%
ALSO IN SNSR
SNSR
66
HOLDINGS
13%
ALSO IN SMHX
SECTOR DRIFT (SMHX minus SNSR)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in SMHX |
Weight in SNSR |
Overlap | |
|---|---|---|---|---|
 |
RAMBUS INC | 4.4% | 4.3% | 4.3% |
|
LATTICE SEMICONDUCTOR CORP | 3.7% | 5.0% | 3.7% |
|
SILICON LABORATORIES INC | 2.9% | 2.8% | 2.8% |
|
QUALCOMM INC | 3.9% | 2.0% | 2.0% |
|
SYNAPTICS INC | 1.1% | 1.2% | 1.1% |
SMHX Overweight Relative to SNSR
|
NVIDIA CORP | 21.6% |
|
BROADCOM INC. | 12.9% |
|
MONOLITHIC POWER SYSTEMS INC | 5.3% |
|
ADVANCED MICRO DEVICES | 4.8% |
|
SYNOPSYS INC | 4.8% |
|
MARVELL TECHNOLOGY, INC. | 4.7% |
|
CADENCE DESIGN SYS INC | 4.2% |
 |
ARM HOLDINGS PLC | 4.0% |
|
CIRRUS LOGIC INC | 3.9% |
|
SEMTECH CORP | 3.3% |
SMHX Underweight Relative to SNSR
 |
STMICROELECTRONICS NV | -6.1% |
|
GARMIN LTD | -6.0% |
|
DEXCOM INC | -5.6% |
|
SAMSARA, INC. CLASS A | -4.8% |
 |
ADVANTECH CO LTD | -3.9% |
|
SKYWORKS SOLUTIONS INC | -3.5% |
|
EMEMORY TECHNOLOGY, INC. | -2.5% |
|
SENSATA TECHNOLOGIES HOLDING PLC | -2.1% |
|
ADT, INC. | -2.1% |
|
ABB LTD. | -2.0% |