Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

SMH: generated Aug 1, 2026, 9:44 AM (as of 2026-07-30); SPMO: generated Aug 1, 2026, 4:00 PM (as of 2026-05-31).

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SMH vs SPMO

Current snapshot · Historical snapshot

Portfolio statistics

SMH

Largest holding: NVDA · 20.83%
Top 10 concentration: 71.66%
Gross exposure: 71.66%
Net exposure: 71.66%

SPMO

Largest holding: MU · 10.73%
Top 10 concentration: 52.67%
Gross exposure: 52.67%
Net exposure: 52.67%

Holdings overlap

Based on returned holdings.

ETF A

SMH

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

27.99%weighted overlap

ETF B

SPMO

Snapshot: 2026-05-31
Returned holdings: 10
Largest position: MU · 10.73%

Holdings universe15 distinct mapped tickers in the returned rows

5 shared

Only SMH 5Shared 5Only SPMO 5

Largest allocation differences

NVDANvidia Corp12.37% gap

20.83%8.461%

TSMTaiwan Semiconductor Manufacturing Co L9.580% gap

9.580%0.000%

MUMicron Technology Inc5.480% gap

5.250%10.73%

ASMLAsml Holding Nv5.100% gap

5.100%0.000%

AMATApplied Materials Inc4.860% gap

4.860%0.000%

GOOGLAlphabet Inc.4.811% gap

0.000%4.811%

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	SPMO
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	SPMO weight	Absolute difference
NVDA	Nvidia Corp	20.83%	8.461%	12.37%
MU	Micron Technology Inc	5.250%	10.73%	5.480%
AVGO	Broadcom Inc	6.600%	7.581%	0.981%
AMD	Advanced Micro Devices Inc	5.740%	4.142%	1.598%
LRCX	Lam Research Corp	4.460%	3.538%	0.922%