Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
22%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
SMHX
24
HOLDINGS
23%
ALSO IN SPRX
SPRX
28
HOLDINGS
19%
ALSO IN SMHX
SECTOR DRIFT (SMHX minus SPRX)
OVERLAPPING HOLDINGS
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| Company | Weight in SMHX |
Weight in SPRX |
Overlap | |
|---|---|---|---|---|
 |
ARM HOLDINGS PLC | 8.3% | 7.1% | 7.1% |
 |
ASTERA LABS INC | 7.4% | 6.5% | 6.5% |
|
MARVELL TECHNOLOGY, INC. | 8.4% | 4.1% | 4.1% |
|
NVIDIA CORP | 14.2% | 3.7% | 3.7% |
|
ADVANCED MICRO DEVICES | 7.3% | 0.5% | 0.5% |
SMHX Overweight Relative to SPRX
|
BROADCOM INC. | 10.9% |
|
NVIDIA CORP | 10.5% |
|
ADVANCED MICRO DEVICES | 6.9% |
|
QUALCOMM INC | 5.2% |
|
MARVELL TECHNOLOGY, INC. | 4.4% |
|
RAMBUS INC | 4.3% |
|
MONOLITHIC POWER SYSTEMS INC | 4.0% |
|
LATTICE SEMICONDUCTOR CORP | 3.8% |
|
CADENCE DESIGN SYS INC | 3.7% |
|
SYNOPSYS INC | 3.5% |
SMHX Underweight Relative to SPRX
|
COHERENT INC | -8.1% |
|
KLA CORPORATION | -5.7% |
|
MKS INSTRUMENTS INC | -4.7% |
|
TERAWULF INC. | -4.6% |
|
CLOUDFLARE INC CLASS A | -4.5% |
|
MA-COM TECHNOLOGY SOLUTIONS | -4.3% |
|
APPLIED BLOCKCHAIN INC | -4.1% |
 |
NOKIA CORP-SPON ADR | -3.9% |
|
AST SPACEMOBILE, INC. CLASS A | -3.7% |
|
LAM RESEARCH CORP | -3.6% |