Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
SMHX
24
HOLDINGS
38%
ALSO IN SNSR
SNSR
59
HOLDINGS
15%
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 | 4.6% | 5.0% | 4.6% |
|
LATTICE SEMICONDUCTOR CORP | 3.5% | 5.2% | 3.5% |
|
SILICON LABORATORIES INC | 2.8% | 2.9% | 2.8% |
|
QUALCOMM INC | 3.9% | 1.6% | 1.6% |
|
SYNAPTICS INC | 1.3% | 1.5% | 1.3% |
SMHX Overweight Relative to SNSR
|
NVIDIA CORP | 20.7% |
|
BROADCOM INC. | 12.4% |
|
MONOLITHIC POWER SYSTEMS INC | 5.8% |
|
ADVANCED MICRO DEVICES | 4.8% |
|
SYNOPSYS INC | 4.6% |
 |
ARM HOLDINGS PLC | 4.0% |
|
MARVELL TECHNOLOGY, INC. | 4.0% |
|
CIRRUS LOGIC INC | 3.9% |
|
CADENCE DESIGN SYS INC | 3.9% |
|
SITIME CORPORATION | 3.7% |
SMHX Underweight Relative to SNSR
 |
STMICROELECTRONICS NV | -6.0% |
|
GARMIN LTD | -4.8% |
|
DEXCOM INC | -4.7% |
|
SKYWORKS SOLUTIONS INC | -4.3% |
 |
ADVANTECH CO LTD | -3.4% |
|
JOHNSON CONTROLS INTERNATIONAL PLC | -3.0% |
|
SAMSARA, INC. CLASS A | -3.0% |
|
ADT, INC. | -2.9% |
|
ABB LTD. | -2.8% |
|
ANALOG DEVICES INC | -2.5% |