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
43%
OVERLAP
BY WEIGHT
17
# OF OVERLAPPING
HOLDINGS
SOXX
30
HOLDINGS
57%
ALSO IN QTEC
QTEC
46
HOLDINGS
38%
ALSO IN SOXX
SECTOR DRIFT (SOXX minus QTEC)
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 QTEC |
Overlap | |
|---|---|---|---|---|
 |
MARVELL TECHNOLOGY, INC. | 7.5% | 4.9% | 4.9% |
|
ADVANCED MICRO DEVICES | 8.1% | 3.8% | 3.8% |
|
INTEL CORP | 5.1% | 3.7% | 3.7% |
|
MICRON TECHNOLOGY INC | 9.8% | 3.3% | 3.3% |
|
QUALCOMM INC | 3.5% | 2.7% | 2.7% |
SOXX Overweight Relative to QTEC
|
MICRON TECHNOLOGY INC | 6.4% |
|
ADVANCED MICRO DEVICES | 4.3% |
|
BROADCOM INC. | 3.6% |
|
NVIDIA CORP | 3.4% |
|
TERADYNE INC | 2.6% |
|
MARVELL TECHNOLOGY, INC. | 2.6% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 2.4% |
|
ON SEMICONDUCTOR CORPORATION | 2.2% |
|
APPLIED MATERIALS INC | 2.1% |
|
ASTERA LABS INC | 2.1% |
SOXX Underweight Relative to QTEC
 |
ARM HOLDINGS PLC | -3.5% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -3.4% |
|
DATADOG INC CLASS A | -3.1% |
|
FORTINET INC | -2.9% |
|
WESTERN DIGITAL CORP | -2.9% |
|
PALO ALTO NETWORKS INC | -2.7% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -2.7% |
|
SANDISK CORP | -2.5% |
|
CADENCE DESIGN SYS INC | -2.2% |
|
APPLOVIN CORP. CLASS A | -2.1% |