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
21
Number of overlapping holdings
70.0%
% of SOXX's 30 holdings also in FTXL
70.0%
% of FTXL's 31 holdings also in SOXX
Overlap by Weight
Sector Drift (SOXX minus FTXL)
Overlapping Holdings
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| Company | Weight in SOXX |
Weight in FTXL |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 7.8% | 7.6% | 7.6% |
|
BROADCOM INC. | 7.5% | 7.4% | 7.4% |
|
QUALCOMM INC | 6.9% | 8.4% | 6.9% |
|
ADVANCED MICRO DEVICES | 7.3% | 4.5% | 4.5% |
|
MICRON TECHNOLOGY INC | 4.2% | 8.2% | 4.2% |
Position Highlights (Non-Overlapping Exposures)
SOXX Overweight Relative to FTXL
|
TEXAS INSTRUMENTS INC | 4.1% |
 |
ASML HOLDING NV-NY REG SHS | 3.7% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 3.6% |
|
ADVANCED MICRO DEVICES | 2.8% |
|
MONOLITHIC POWER SYSTEMS INC | 1.9% |
|
QORVO INC | 1.0% |
|
UNIVERSAL DISPLAY CORP | 1.0% |
 |
STMICROELECTRONICS NV-NY SHS | 0.8% |
|
MKS INSTRUMENTS INC | 0.8% |
|
ADVANCED SEMICONDUCTOR E-ADR | 0.8% |
SOXX Underweight Relative to FTXL
|
AVNET INC | -4.1% |
|
MICRON TECHNOLOGY INC | -4.0% |
|
APPLIED MATERIALS INC | -3.9% |
|
SKYWORKS SOLUTIONS INC | -2.6% |
|
COHERENT INC | -1.8% |
|
QUALCOMM INC | -1.6% |
|
CIRRUS LOGIC INC | -1.5% |
|
ON SEMICONDUCTOR CORPORATION | -1.2% |
|
RAMBUS INC | -0.7% |
|
SYNAPTICS INC | -0.5% |