Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
21%
OVERLAP
BY WEIGHT
21
# OF OVERLAPPING
HOLDINGS
SOXX
30
HOLDINGS
70%
ALSO IN TSNF
TSNF
126
HOLDINGS
17%
ALSO IN SOXX
SECTOR DRIFT (SOXX minus TSNF)
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 TSNF |
Overlap | |
|---|---|---|---|---|
 |
MARVELL TECHNOLOGY, INC. | 7.5% | 2.4% | 2.4% |
|
MICRON TECHNOLOGY INC | 9.8% | 1.8% | 1.8% |
|
INTEL CORP | 5.1% | 1.4% | 1.4% |
|
ADVANCED MICRO DEVICES | 8.1% | 1.2% | 1.2% |
|
ON SEMICONDUCTOR CORPORATION | 2.2% | 1.2% | 1.2% |
SOXX Overweight Relative to TSNF
|
MICRON TECHNOLOGY INC | 8.0% |
|
ADVANCED MICRO DEVICES | 6.9% |
|
MARVELL TECHNOLOGY, INC. | 5.1% |
|
BROADCOM INC. | 5.1% |
|
NVIDIA CORP | 4.7% |
|
INTEL CORP | 3.7% |
|
APPLIED MATERIALS INC | 3.3% |
 |
NXP SEMICONDUCTORS NV | 3.0% |
|
QUALCOMM INC | 2.8% |
|
MONOLITHIC POWER SYSTEMS INC | 2.6% |
SOXX Underweight Relative to TSNF
|
IRIDIUM COMMUNICATIONS INC. | -1.5% |
|
PLANET LABS PBC CLASS A | -1.4% |
|
INTUITIVE MACHINES INC | -1.4% |
 |
HUT 8 CORP | -1.4% |
|
INNODATA ISOGEN INC | -1.1% |
|
GLOBALFOUNDRIES INC. | -1.1% |
|
MKS INSTRUMENTS INC | -1.1% |
|
VIASAT INC | -1.0% |
|
LATTICE SEMICONDUCTOR CORP | -1.0% |
|
UNITI GROUP INC | -1.0% |