Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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6
Number of overlapping holdings
20.0%
% of SOXX's 30 holdings also in MOTO
17.6%
% of MOTO's 36 holdings also in SOXX
Overlap by Weight
Sector Drift (SOXX minus MOTO)
Overlapping Holdings
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| Company | Weight in SOXX |
Weight in MOTO |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR-SP ADR | 4.4% | 4.3% | 4.3% |
 |
NVIDIA CORP | 10.4% | 4.1% | 4.1% |
 |
NXP SEMICONDUCTORS NV | 3.7% | 3.7% | 3.7% |
|
ANALOG DEVICES INC | 3.8% | 3.6% | 3.6% |
|
ON SEMICONDUCTOR CORPORATION | 3.0% | 2.8% | 2.8% |
Position Highlights (Non-Overlapping Exposures)
SOXX Overweight Relative to MOTO
|
BROADCOM INC. | 8.8% |
|
ADVANCED MICRO DEVICES | 7.9% |
|
TEXAS INSTRUMENTS INC | 6.4% |
|
NVIDIA CORP | 6.3% |
|
QUALCOMM INC | 6.3% |
|
MARVELL TECHNOLOGY, INC. | 5.0% |
|
INTEL CORP | 4.8% |
|
MICRON TECHNOLOGY INC | 4.4% |
|
APPLIED MATERIALS INC | 3.7% |
|
LAM RESEARCH CORP | 3.7% |
SOXX Underweight Relative to MOTO
 |
EATON CORP PLC | -4.2% |
|
AMPHENOL CORP-CL A | -4.1% |
|
ALPHABET INC. CLASS C | -4.0% |
|
QUANTA SERVICES INC | -3.9% |
 |
KIA MOTORS CORPORATION | -3.8% |
 |
VOLVO AB-A SHS | -3.8% |
 |
TE CONNECTIVITY | -3.3% |
|
TESLA MOTORS INC | -3.2% |
|
POWER INTEGRATIONS INC | -2.9% |
|
SENSATA TECHNOLOGIES HOLDING PLC | -2.9% |