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Compare holdings, allocations, classifications, and performance.

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SMH vs IGM

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%

IGM

Largest holding: AAPL · 9.761%
Top 10 concentration: 58.61%
Gross exposure: 58.61%
Net exposure: 58.61%

Holdings overlap

Based on returned holdings.

ETF A

SMH

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

23.03%weighted overlap

ETF B

IGM

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: AAPL · 9.761%

Holdings universe16 distinct mapped tickers in the returned rows

4 shared

Only SMH 6Shared 4Only IGM 6

Largest allocation differences

NVDANvidia Corp12.52% gap

20.83%8.307%

AAPLAPPLE INC9.761% gap

0.000%9.761%

MSFTMICROSOFT CORP9.690% gap

0.000%9.690%

TSMTaiwan Semiconductor Manufacturing Co L9.580% gap

9.580%0.000%

ASMLAsml Holding Nv5.100% gap

5.100%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%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	SMH	IGM
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	IGM weight	Absolute difference
NVDA	Nvidia Corp	20.83%	8.307%	12.52%
AVGO	Broadcom Inc	6.600%	8.349%	1.749%
MU	Micron Technology Inc	5.250%	4.432%	0.818%
AMD	Advanced Micro Devices Inc	5.740%	3.691%	2.049%