⚔️ Head-to-Head Overlap Analysis
SMH vs SOXX Overlap & Concentration Screener
Comparing VanEck Semiconductor ETF and iShares Semiconductor ETF. Uncover shared underlying stock holdings, sector concentration, and whether holding these funds creates redundant portfolio drag.
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Allocation Total: 100%
Executive Summary (Equal Allocation)
Analyzing Portfolio Allocation...
Calculating --%
Analyzing look-through constituent overlap, fee drag, and single-stock concentration...
Top 5 Concentration --%
Top 10 Concentration --%
Unique Holdings --
Blended Fee --%
Largest Shared Holdings
🔄 Pairwise ETF Overlap & Redundancy Analysis
Calculating...High overlap between two funds means you are paying multiple expense ratios for virtually the same underlying companies.
🔍 True Underlying Stock Exposure (Look-Through)
Your real aggregate ownership in single stocks after multiplying your ETF allocations by each fund's holdings.
Concentration Heatmap (Top Holdings)
High (>6%) Moderate (3%–6%) Diversified (<3%)
Detailed Holdings Breakdown
| Stock / Company | Effective Weight | Contributing ETFs |
|---|
📊 Sector Exposures vs Broad Market Benchmark (VTI)
Shows where your ETF combination is heavily overweight (concentrated tilt) or underweight compared to the total US stock market.
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📥 Free Printable PDF Guide One-Page Reference • Instant PDF
Download Ideal Low-Overlap ETF Pairings & Model Portfolios (PDF)
Eliminate redundant holding drag and tech concentration. Get 5 benchmark portfolio allocations with Venn diagrams and constituent overlap scores.
- ✓ Visual Venn diagrams comparing popular pairs (VOO vs VTI, QQQ vs VOO)
- ✓ 5 proven model allocations (Reddit Trio, Bogleheads 3-Fund, Factor Barbell)
- ✓ Exact step-by-step rebalancing guidelines and look-through weight rules
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❓ Common Questions
Frequently Asked Questions: SMH vs SOXX
Answers on overlap redundancy, top holding duplication, and allocation tradeoffs between SMH and SOXX.
How much do SMH and SOXX overlap?
At equal allocations, SMH and SOXX exhibit an overall overlap and redundancy score of 100%. Your asset allocation exhibits significant single-stock reliance or severe duplication across your chosen funds.
What are the top overlapping stock holdings between SMH and SOXX?
The largest shared stock holdings across SMH and SOXX include NVIDIA Corporation (20.5%), Taiwan Semiconductor Manufacturing Co. ADR (12.8%), Broadcom Inc. (8.2%), ASML Holding NV ADR (6.5%), Advanced Micro Devices Inc. (5.4%), QUALCOMM Incorporated (4.8%), Texas Instruments Incorporated (4.6%), Applied Materials Inc. (4.2%).
What is the combined top 5 stock concentration when holding SMH and SOXX?
Holding equal weights in SMH and SOXX results in 53.4% of your total capital concentrated in just 5 individual companies.
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