ETF comparison
SMH vs SOXX
Both Semiconductors.
Holdings overlap
23 positions appear in both funds. Buying equal dollars of SMH and SOXX would leave roughly 73.9% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SOXX is 2 bps cheaper than SMH. On a $100,000 position that's about $20/yr more in fees for SMH.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with SMH vs SOXX.
Top shared holdings
23 shared in total| # | Holding | In SMH | In SOXX | Overlap |
|---|---|---|---|---|
| 1 | NVIDIA Corp | 17.55% | 6.81% | 6.81% |
| 2 | Applied Materials Inc | 5.74% | 5.77% | 5.74% |
| 3 | Micron Technology Inc | 5.67% | 8.54% | 5.67% |
| 4 | Advanced Micro Devices Inc | 5.63% | 8.09% | 5.63% |
| 5 | KLA Corp | 5.57% | 5.64% | 5.57% |
| 6 | Broadcom Inc | 5.28% | 6.08% | 5.28% |
| 7 | Intel Corp | 5.15% | 6.33% | 5.15% |
| 8 | Lam Research Corp | 5.31% | 4.89% | 4.89% |
| 9 | Marvell Technology Inc | 4.66% | 5.22% | 4.66% |
| 10 | Taiwan Semiconductor Manufacturing Co Ltd | 9.29% | 4.26% | 4.26% |
| 11 | Texas Instruments Inc | 4.17% | 3.50% | 3.50% |
| 12 | Analog Devices Inc | 4.00% | 3.45% | 3.45% |
Only in SMH
2 total- Cadence Design Systems Inc 2.15%
- Synopsys Inc 1.79%
Only in SOXX
7 total- Credo Technology Group Holding Ltd. 2.01%
- Entegris, Inc. 1.22%
- ASE Technology Holding Co. Ltd. 1.22%
- MACOM Technology Solutions Holdings, Inc. 1.17%
- United Microelectronics Corp. 1.02%
- Nova Ltd. 0.77%
- Rambus, Inc. 0.64%
Related comparisons
More comparisons with SMH
Percentages are holdings overlap with the named fund.
Open SMH or SOXX at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.