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Compare holdings, allocations, classifications, and performance.

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SMH vs DFAS

Current snapshot · Current snapshot

Portfolio statistics

SMH

Largest holding: NVDA · 21.70%
Top 10 concentration: 71.47%
Gross exposure: 71.47%
Net exposure: 71.47%

DFAS

Largest holding: DINO · 0.285%
Top 10 concentration: 2.460%
Gross exposure: 2.460%
Net exposure: 2.460%

Holdings overlap

Based on returned holdings.

ETF A

SMH

Snapshot: 2026-07-29
Returned holdings: 10
Largest position: NVDA · 21.70%

0.000%weighted overlap

ETF B

DFAS

Snapshot: 2026-07-29
Returned holdings: 10
Largest position: DINO · 0.285%

Holdings universe20 distinct mapped tickers in the returned rows

0 shared

Only SMH 10Shared 0Only DFAS 10

Largest allocation differences

NVDANvidia Corp21.70% gap

21.70%0.000%

TSMTaiwan Semiconductor Manufacturing Co L9.510% gap

9.510%0.000%

AVGOBroadcom Inc6.740% gap

6.740%0.000%

AMDAdvanced Micro Devices Inc5.430% gap

5.430%0.000%

ASMLAsml Holding Nv5.120% gap

5.120%0.000%

TXNTexas Instruments Inc4.960% gap

4.960%0.000%

MUMicron Technology Inc4.740% gap

4.740%0.000%

ADIAnalog Devices Inc4.640% gap

4.640%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	DFAS
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

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Shared holdings

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