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 70.2% of each dollar exposed to the same underlying securities.
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 1 bps cheaper than SMH. On a $100,000 position that's about $10/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 | 19.64% | 8.40% | 8.40% |
| 2 | Broadcom Inc | 7.79% | 8.27% | 7.79% |
| 3 | Advanced Micro Devices Inc | 4.68% | 6.47% | 4.68% |
| 4 | Applied Materials Inc | 4.59% | 5.84% | 4.59% |
| 5 | Micron Technology Inc | 4.23% | 6.99% | 4.23% |
| 6 | Intel Corp | 4.34% | 4.13% | 4.13% |
| 7 | KLA Corp | 4.74% | 4.12% | 4.12% |
| 8 | Texas Instruments Inc | 4.61% | 3.91% | 3.91% |
| 9 | Lam Research Corp | 4.60% | 3.90% | 3.90% |
| 10 | QUALCOMM Inc | 4.09% | 3.86% | 3.86% |
| 11 | Analog Devices Inc | 4.70% | 3.82% | 3.82% |
| 12 | ASML Holding NV | 4.99% | 3.56% | 3.56% |
Only in SMH
3 total- Synopsys Inc 2.50%
- Cadence Design Systems Inc 2.43%
- State Street Global Advisors 0.07%
Only in SOXX
9 total- Entegris, Inc. 1.56%
- Credo Technology Group Holding Ltd. 1.34%
- MACOM Technology Solutions Holdings, Inc. 1.31%
- Nova Ltd. 1.22%
- BlackRock Funds III 1.11%
- ASE Technology Holding Co. Ltd. 0.98%
- Rambus, Inc. 0.81%
- United Microelectronics Corp. 0.57%
- BlackRock Funds III 0.11%
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.