Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

SMH: generated Aug 1, 2026, 9:44 AM (as of 2026-07-30); CGGO: generated Jul 31, 2026, 5:05 PM (as of 2026-07-30).

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SMH vs CGGO

Current snapshot · Current snapshot

Portfolio statistics

SMH

Largest holding: NVDA · 20.83%
Top 10 concentration: 71.66%
Gross exposure: 71.66%
Net exposure: 71.66%

CGGO

Largest holding: TSM · 6.400%
Top 10 concentration: 32.90%
Gross exposure: 32.90%
Net exposure: 32.90%

Holdings overlap

Based on returned holdings.

ETF A

SMH

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: NVDA · 20.83%

17.02%weighted overlap

ETF B

CGGO

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: TSM · 6.400%

Holdings universe16 distinct mapped tickers in the returned rows

4 shared

Only SMH 6Shared 4Only CGGO 6

Largest allocation differences

NVDANvidia Corp20.83% gap

20.83%0.000%

AMDAdvanced Micro Devices Inc5.740% gap

5.740%0.000%

AMATApplied Materials Inc4.860% gap

4.860%0.000%

TXNTexas Instruments Inc4.740% gap

4.740%0.000%

ADIAnalog Devices Inc4.500% gap

4.500%0.000%

LRCXLam Research Corp4.460% gap

4.460%0.000%

GOOGLALPHABET INC CL A COMMON STOCK USD.0013.380% gap

0.000%3.380%

AVGOBroadcom Inc3.230% gap

6.600%3.370%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	SMH	CGGO
P/E	N/A0/10 valued	N/A0/10 valued
P/B	N/A0/10 valued	N/A0/10 valued
P/S	N/A0/10 valued	N/A0/10 valued

No valuation data available for these holdings.

Holdings details

View

Shared holdings

Sort by4

Ticker	Company	SMH weight	CGGO weight	Absolute difference
TSM	Taiwan Semiconductor Manufacturing Co L	9.580%	6.400%	3.180%
AVGO	Broadcom Inc	6.600%	3.370%	3.230%
MU	Micron Technology Inc	5.250%	4.720%	0.530%
ASML	Asml Holding Nv	5.100%	2.530%	2.570%