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
6
Number of overlapping holdings
20.0%
% of FFOG's 33 holdings also in SOXX
20.0%
% of SOXX's 30 holdings also in FFOG
Overlap by Weight
Sector Drift (FFOG minus SOXX)
Overlapping Holdings
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| Company | Weight in FFOG |
Weight in SOXX |
Overlap | |
|---|---|---|---|---|
 |
BROADCOM INC. | 73.7% | 11.0% | 11.0% |
|
NVIDIA CORP | 252.2% | 7.8% | 7.8% |
|
ADVANCED MICRO DEVICES | 15.1% | 6.7% | 6.7% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 36.6% | 4.0% | 4.0% |
|
ANALOG DEVICES INC | 32.4% | 3.9% | 3.9% |
Position Highlights (Non-Overlapping Exposures)
FFOG Overweight Relative to SOXX
|
NVIDIA CORP | 244.4% |
|
MICROSOFT CORP | 182.8% |
|
AMAZON.COM INC | 169.7% |
|
META PLATFORMS INC | 123.6% |
|
TESLA MOTORS INC | 95.4% |
|
ALPHABET INC. CLASS A | 86.7% |
|
SERVICENOW INC | 86.1% |
|
COSTCO WHOLESALE CORP | 85.4% |
|
MASTERCARD INCORPORATED CLASS A | 69.9% |
|
BROADCOM INC. | 62.7% |
FFOG Underweight Relative to SOXX
|
QUALCOMM INC | -6.2% |
|
TEXAS INSTRUMENTS INC | -5.9% |
|
MARVELL TECHNOLOGY, INC. | -4.9% |
|
KLA CORPORATION | -4.2% |
|
MICRON TECHNOLOGY INC | -4.0% |
|
LAM RESEARCH CORP | -4.0% |
|
APPLIED MATERIALS INC | -3.9% |
 |
NXP SEMICONDUCTORS NV | -3.6% |
|
MONOLITHIC POWER SYSTEMS INC | -3.4% |
|
MICROCHIP TECHNOLOGY INC | -3.2% |