Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

SMH: generated Aug 1, 2026, 9:44 AM (as of 2026-07-30); IXN: generated Aug 1, 2026, 12:15 PM (as of 2026-07-30).

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SMH vs IXN

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%

IXN

Largest holding: AAPL · 14.44%
Top 10 concentration: 62.67%
Gross exposure: 62.67%
Net exposure: 62.67%

Holdings overlap

Based on returned holdings.

ETF A

SMH

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

28.83%weighted overlap

ETF B

IXN

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: AAPL · 14.44%

Holdings universe15 distinct mapped tickers in the returned rows

5 shared

Only SMH 5Shared 5Only IXN 5

Largest allocation differences

AAPLAPPLE INC14.44% gap

0.000%14.44%

MSFTMICROSOFT CORP9.878% gap

0.000%9.878%

TSMTaiwan Semiconductor Manufacturing Co L9.580% gap

9.580%0.000%

NVDANvidia Corp6.904% gap

20.83%13.93%

AMATApplied Materials Inc4.860% gap

4.860%0.000%

2330TAIWAN SEMICONDUCTOR MANUFACTURING4.829% gap

0.000%4.829%

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	IXN
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 by5

Ticker	Company	SMH weight	IXN weight	Absolute difference
NVDA	Nvidia Corp	20.83%	13.93%	6.904%
AVGO	Broadcom Inc	6.600%	5.413%	1.187%
MU	Micron Technology Inc	5.250%	3.868%	1.382%
AMD	Advanced Micro Devices Inc	5.740%	3.104%	2.636%
ASML	Asml Holding Nv	5.100%	2.518%	2.582%