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FUND OVERLAP · LOOK-THROUGH

IJH vs SOXQ: how much do they really overlap?

IJH (iShares Core S&P Mid-Cap ETF, tracking the S&P MidCap 400) and SOXQ (Invesco PHLX Semiconductor ETF, tracking the PHLX Semiconductor) overlap by roughly 2% by weight. 0 of IJH's top 10 holdings also appear in SOXQ. A 50/50 blend of the two behaves like about 75 equally-weighted bets (diversification grade A). In short, the two funds hold almost none of the same securities — they are complementary, not redundant.

2%
weight overlap
0/10
of IJH’s top 10 also in SOXQ
A
50/50 blend grade
~75
real bets in a 50/50 blend

The same companies, in both funds

These 1 holdings appear in both IJH and SOXQ. The weight columns show how much of each fund each name represents.

Holdingin IJHin SOXQ
MTSI MACOM TECHNOLOGY SOLUTIONS INC0.68%1.02%

Only in IJH

iShares Core S&P Mid-Cap ETFUS mid-cap. Its biggest holdings that SOXQ doesn’t have:

TWLO TWILIO INC CLASS A0.86%
CRS CARPENTER TECHNOLOGY CORP0.84%
MKSI MKS0.82%
CW CURTISS WRIGHT CORP0.77%
NVT NVENT ELECTRIC PLC0.75%
ENTG ENTEGRIS INC0.75%
ATI ATI INC0.74%
ILMN ILLUMINA INC0.73%

Only in SOXQ

Invesco PHLX Semiconductor ETFsemiconductors. Its biggest holdings that IJH doesn’t have:

NVDA NVIDIA Corporation10.47%
MU Micron Technology, Inc.8.91%
AVGO Broadcom Inc.7.87%
AMAT Applied Materials, Inc.5.83%
KLAC KLA Corporation5.47%
MRVL Marvell Technology, Inc.5.12%
LRCX Lam Research Corporation4.88%
ASML ASML Holding N.V.4.41%

So — essentially different. Should you hold both?

IJH and SOXQ hold almost none of the same securities — they are complementary, not redundant. Held together they genuinely broaden your exposure — a 50/50 blend reaches ~75 effective positions (grade A), because they hold largely different securities.

Holdings as of — IJH: Jun 30, 2026 (iShares (BlackRock)); SOXQ: Jun 29, 2026 (Invesco). Refreshed monthly. Overlap is measured across each fund’s largest holdings (top 50); the diffuse long tail barely moves the math.

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IJH vs SOXQ — FAQ

How much do IJH and SOXQ overlap?
IJH and SOXQ overlap by approximately 2% measured by portfolio weight — that is the share of the smaller fund's holdings (by weight) that also sit inside the other. 0 of IJH's 10 largest holdings are also held by SOXQ. They share 1 of their listed top holdings in total.
Is it redundant to hold both IJH and SOXQ?
Because they hold almost none of the same securities — they are complementary, not redundant, holding both is not redundant — each fund covers largely different holdings, so together they broaden your exposure. A 50/50 blend has an effective 75 positions and a A diversification grade.
What does SOXQ hold that IJH doesn't?
SOXQ's largest holdings that IJH doesn't hold include NVDA, MU, AVGO, AMAT, KLAC. Its category is semiconductors, versus IJH's US mid-cap.
Which is more concentrated, IJH or SOXQ?
IJH's top 10 holdings are 27% of its listed weight; SOXQ's are 63%. The more concentrated fund leans harder on its largest names.

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