ETF comparison
SOXX vs XSD
Both Semiconductors.
iShares Semiconductor ETF · State Street SPDR S&P Semiconductor ETF
Holdings overlap
18 positions appear in both funds. Buying equal dollars of SOXX and XSD would leave roughly 36.4% 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 XSD. On a $100,000 position that's about $20/yr more in fees for XSD.
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 SOXX vs XSD.
Top shared holdings
18 shared in total| # | Holding | In SOXX | In XSD | Overlap |
|---|---|---|---|---|
| 1 | Astera Labs, Inc. | 3.02% | 3.08% | 3.02% |
| 2 | Intel Corp. | 6.33% | 2.75% | 2.75% |
| 3 | Micron Technology, Inc. | 8.54% | 2.73% | 2.73% |
| 4 | Advanced Micro Devices, Inc. | 8.09% | 2.71% | 2.71% |
| 5 | Marvell Technology, Inc. | 5.22% | 2.49% | 2.49% |
| 6 | Texas Instruments, Inc. | 3.50% | 2.22% | 2.22% |
| 7 | Microchip Technology, Inc. | 2.17% | 2.19% | 2.17% |
| 8 | Broadcom, Inc. | 6.08% | 2.13% | 2.13% |
| 9 | Analog Devices, Inc. | 3.45% | 2.12% | 2.12% |
| 10 | NVIDIA Corp. | 6.81% | 2.10% | 2.10% |
| 11 | NXP Semiconductors NV | 3.14% | 2.07% | 2.07% |
| 12 | QUALCOMM, Inc. | 2.65% | 2.04% | 2.04% |
Only in SOXX
12 total- Applied Materials, Inc. 5.77%
- KLA Corp. 5.64%
- Lam Research Corp. 4.89%
- Taiwan Semiconductor Manufacturing Co. Ltd. 4.26%
- Teradyne, Inc. 3.36%
- ASML Holding NV 2.30%
- Entegris, Inc. 1.22%
- ASE Technology Holding Co. Ltd. 1.22%
- United Microelectronics Corp. 1.02%
- ARM Holdings plc 0.79%
Only in XSD
29 total- MaxLinear Inc 3.75%
- Allegro MicroSystems Inc 3.29%
- Ambarella Inc 2.89%
- Penguin Solutions Inc 2.74%
- T1 Energy Inc 2.59%
- Impinj Inc 2.45%
- Lattice Semiconductor Corp 2.44%
- Power Integrations Inc 2.37%
- SiTime Corp 2.36%
- Wolfspeed Inc 2.34%
Related comparisons
More comparisons with SOXX
Percentages are holdings overlap with the named fund.
Open SOXX or XSD 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.