Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

SMH: generated Aug 1, 2026, 9:44 AM (as of 2026-07-30); CGNG: generated Aug 1, 2026, 5:35 AM (as of 2026-07-30).

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SMH vs CGNG

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%

CGNG

Largest holding: TSM · 10.99%
Top 10 concentration: 26.46%
Gross exposure: 26.46%
Net exposure: 26.46%

Holdings overlap

Based on returned holdings.

ETF A

SMH

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

12.72%weighted overlap

ETF B

CGNG

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: TSM · 10.99%

Holdings universe16 distinct mapped tickers in the returned rows

3 shared

Only SMH 7Shared 3Only CGNG 6

Largest allocation differences

NVDANvidia Corp19.44% gap

20.83%1.390%

AMDAdvanced Micro Devices Inc5.740% gap

5.740%0.000%

MUMicron Technology Inc5.250% gap

5.250%0.000%

ASMLAsml Holding Nv5.100% gap

5.100%0.000%

AMATApplied Materials Inc4.860% gap

4.860%0.000%

AVGOBroadcom Inc4.850% gap

6.600%1.750%

TXNTexas Instruments Inc4.740% gap

4.740%0.000%

ADIAnalog Devices Inc4.500% gap

4.500%0.000%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	SMH	CGNG
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 by3

Ticker	Company	SMH weight	CGNG weight	Absolute difference
NVDA	Nvidia Corp	20.83%	1.390%	19.44%
TSM	Taiwan Semiconductor Manufacturing Co L	9.580%	10.99%	1.410%
AVGO	Broadcom Inc	6.600%	1.750%	4.850%