Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

SMH: generated Aug 1, 2026, 9:44 AM (as of 2026-07-30); JMOM: generated Aug 1, 2026, 11:56 AM (as of 2026-07-31).

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SMH vs JMOM

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%

JMOM

Largest holding: AVGO · 2.090%
Top 10 concentration: 18.49%
Gross exposure: 18.49%
Net exposure: 18.49%

Holdings overlap

Based on returned holdings.

ETF A

SMH

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

7.720%weighted overlap

ETF B

JMOM

Snapshot: 2026-07-31
Returned holdings: 10
Largest position: AVGO · 2.090%

Holdings universe16 distinct mapped tickers in the returned rows

4 shared

Only SMH 6Shared 4Only JMOM 6

Largest allocation differences

NVDANvidia Corp18.83% gap

20.83%2.000%

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%

AVGOBroadcom Inc4.510% gap

6.600%2.090%

ADIAnalog Devices Inc4.500% gap

4.500%0.000%

LRCXLam Research Corp4.460% gap

4.460%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	JMOM
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	JMOM weight	Absolute difference
NVDA	Nvidia Corp	20.83%	2.000%	18.83%
AVGO	Broadcom Inc	6.600%	2.090%	4.510%
AMD	Advanced Micro Devices Inc	5.740%	1.910%	3.830%
MU	Micron Technology Inc	5.250%	1.720%	3.530%