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
13%
OVERLAP
BY WEIGHT
3
# OF OVERLAPPING
HOLDINGS
SOXX
30
HOLDINGS
10%
ALSO IN GLRY
GLRY
34
HOLDINGS
9%
ALSO IN SOXX
SECTOR DRIFT (SOXX minus GLRY)
OVERLAPPING HOLDINGS
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| Company | Weight in SOXX |
Weight in GLRY |
Overlap | |
|---|---|---|---|---|
 |
BROADCOM INC. | 5.6% | 4.9% | 4.9% |
|
KLA CORPORATION | 4.2% | 4.3% | 4.2% |
|
MONOLITHIC POWER SYSTEMS INC | 4.5% | 3.7% | 3.7% |
SOXX Overweight Relative to GLRY
|
MICRON TECHNOLOGY INC | 8.4% |
|
NVIDIA CORP | 7.1% |
|
ADVANCED MICRO DEVICES | 6.5% |
|
APPLIED MATERIALS INC | 6.4% |
|
LAM RESEARCH CORP | 5.0% |
|
TEXAS INSTRUMENTS INC | 4.5% |
 |
ASML HOLDING NV-NY REG SHS | 4.3% |
|
INTEL CORP | 4.2% |
|
ANALOG DEVICES INC | 4.1% |
|
TERADYNE INC | 4.1% |
SOXX Underweight Relative to GLRY
|
APPLOVIN CORP. CLASS A | -5.9% |
|
AMPHENOL CORP-CL A | -4.8% |
|
CURTISS-WRIGHT CORP | -4.2% |
|
BWX TECHNOLOGIES, INC. | -4.2% |
|
NRG ENERGY INC | -4.0% |
|
EMCOR GROUP INC | -4.0% |
|
UNITED THERAPEUTICS CORP | -3.8% |
|
INTERDIGITAL INC | -3.6% |
|
FLOWSERVE CORP | -3.4% |
|
AUTONATION INC | -3.2% |