Compare ETFs

Compare holdings, allocations, classifications, and performance.

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SMH vs QLTY

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%

QLTY

Largest holding: MSFT · 6.300%
Top 10 concentration: 43.60%
Gross exposure: 43.60%
Net exposure: 43.60%

Holdings overlap

Based on returned holdings.

ETF A

SMH

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

7.600%weighted overlap

ETF B

QLTY

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: MSFT · 6.300%

Holdings universe18 distinct mapped tickers in the returned rows

2 shared

Only SMH 8Shared 2Only QLTY 8

Largest allocation differences

NVDANvidia Corp21.70% gap

21.70%0.000%

TSMTaiwan Semiconductor Manufacturing Co L9.510% gap

9.510%0.000%

MSFTMICROSOFT CORP6.300% gap

0.000%6.300%

AMDAdvanced Micro Devices Inc5.430% gap

5.430%0.000%

AAPLAPPLE INC5.200% gap

0.000%5.200%

ASMLAsml Holding Nv5.120% gap

5.120%0.000%

GOOGLALPHABET INC CL A5.000% gap

0.000%5.000%

MUMicron Technology Inc4.740% gap

4.740%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	QLTY
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 by2

Ticker	Company	SMH weight	QLTY weight	Absolute difference
AVGO	Broadcom Inc	6.740%	3.900%	2.840%
TXN	Texas Instruments Inc	4.960%	3.700%	1.260%