Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

SOXX: generated Aug 1, 2026, 12:37 AM (as of 2026-07-30); SPMO: generated Aug 1, 2026, 4:00 PM (as of 2026-05-31).

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SOXX vs SPMO

Current snapshot · Historical snapshot

Portfolio statistics

SOXX

Largest holding: AMD · 8.575%
Top 10 concentration: 60.71%
Gross exposure: 60.71%
Net exposure: 60.71%

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

SOXX

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: AMD · 8.575%

34.85%weighted overlap

ETF B

SPMO

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

Holdings universe14 distinct mapped tickers in the returned rows

6 shared

Only SOXX 4Shared 6Only SPMO 4

Largest allocation differences

AMATAPPLIED MATERIAL INC5.082% gap

5.082%0.000%

GOOGLAlphabet Inc.4.811% gap

0.000%4.811%

TSMTAIWAN SEMICONDUCTOR MANUFACTURING4.567% gap

4.567%0.000%

AMDADVANCED MICRO DEVICES INC4.433% gap

8.575%4.142%

KLACKLA CORP4.278% gap

4.278%0.000%

TXNTEXAS INSTRUMENT INC4.157% gap

4.157%0.000%

JNJJohnson & Johnson3.853% gap

0.000%3.853%

GOOGAlphabet Inc.3.815% gap

0.000%3.815%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	SOXX	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 by6

Ticker	Company	SOXX weight	SPMO weight	Absolute difference
MU	MICRON TECHNOLOGY INC	8.213%	10.73%	2.517%
NVDA	NVIDIA CORP	8.422%	8.461%	0.039%
AVGO	BROADCOM INC	7.915%	7.581%	0.333%
AMD	ADVANCED MICRO DEVICES INC	8.575%	4.142%	4.433%
INTC	INTEL CORPORATION	5.241%	2.954%	2.286%
LRCX	LAM RESEARCH CORP	4.265%	3.538%	0.727%