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
32%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
SOXX
30
HOLDINGS
30%
ALSO IN IGPT
IGPT
102
HOLDINGS
10%
ALSO IN SOXX
SECTOR DRIFT (SOXX minus IGPT)
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 SOXX |
Weight in IGPT |
Overlap | |
|---|---|---|---|---|
 |
ADVANCED MICRO DEVICES | 8.5% | 14.3% | 8.5% |
|
MICRON TECHNOLOGY INC | 7.9% | 20.9% | 7.9% |
|
NVIDIA CORP | 8.2% | 5.4% | 5.4% |
|
INTEL CORP | 4.9% | 6.7% | 4.9% |
|
QUALCOMM INC | 2.8% | 3.4% | 2.8% |
SOXX Overweight Relative to IGPT
|
BROADCOM INC. | 7.1% |
|
APPLIED MATERIALS INC | 5.0% |
|
KLA CORPORATION | 4.6% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 4.2% |
|
LAM RESEARCH CORP | 4.0% |
|
MARVELL TECHNOLOGY, INC. | 4.0% |
|
TEXAS INSTRUMENTS INC | 3.8% |
|
ANALOG DEVICES INC | 3.8% |
 |
NXP SEMICONDUCTORS NV | 3.5% |
|
MONOLITHIC POWER SYSTEMS INC | 3.3% |
SOXX Underweight Relative to IGPT
|
MICRON TECHNOLOGY INC | -12.9% |
|
ALPHABET INC. CLASS A | -8.1% |
|
ADVANCED MICRO DEVICES | -5.9% |
 |
HYNIX SEMICONDUCTOR INC | -5.7% |
|
WESTERN DIGITAL CORP | -4.3% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -3.7% |
|
MEDIATEK INC | -3.6% |
|
META PLATFORMS INC | -3.5% |
|
INTUITIVE SURGICAL INC | -2.4% |
|
INTEL CORP | -1.8% |