Meshfolio
FUND OVERLAP · LOOK-THROUGH

IJH vs SOXX: how much do they really overlap?

IJH (iShares Core S&P Mid-Cap ETF, tracking the S&P MidCap 400) and SOXX (iShares Semiconductor ETF, tracking the NYSE Semiconductor) overlap by roughly 5% by weight. 1 of IJH's top 10 holdings also appear in SOXX. A 50/50 blend of the two behaves like about 79 equally-weighted bets (diversification grade A). In short, the two funds hold almost none of the same securities — they are complementary, not redundant.

5%
weight overlap
1/10
of IJH’s top 10 also in SOXX
A
50/50 blend grade
~79
real bets in a 50/50 blend

The same companies, in both funds

These 2 holdings appear in both IJH and SOXX. The weight columns show how much of each fund each name represents.

Holdingin IJHin SOXX
ENTG ENTEGRIS INC0.75%1.22%
MTSI MACOM TECHNOLOGY SOLUTIONS INC0.68%1.17%

Only in IJH

iShares Core S&P Mid-Cap ETFUS mid-cap. Its biggest holdings that SOXX 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%
ATI ATI INC0.74%
ILMN ILLUMINA INC0.73%
FTI TECHNIPFMC PLC0.72%

Only in SOXX

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

MU MICRON TECHNOLOGY INC8.54%
AMD ADVANCED MICRO DEVICES INC8.09%
NVDA NVIDIA CORP6.81%
INTC INTEL CORPORATION6.33%
AVGO BROADCOM INC6.08%
AMAT APPLIED MATERIAL INC5.77%
KLAC KLA CORP5.64%
LRCX LAM RESEARCH CORP4.89%

So — essentially different. Should you hold both?

IJH and SOXX hold almost none of the same securities — they are complementary, not redundant. Held together they genuinely broaden your exposure — a 50/50 blend reaches ~79 effective positions (grade A), because they hold largely different securities.

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

See this for YOUR whole portfolio, free →

IJH vs SOXX — FAQ

How much do IJH and SOXX overlap?
IJH and SOXX overlap by approximately 5% measured by portfolio weight — that is the share of the smaller fund's holdings (by weight) that also sit inside the other. 1 of IJH's 10 largest holdings are also held by SOXX. They share 2 of their listed top holdings in total.
Is it redundant to hold both IJH and SOXX?
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 79 positions and a A diversification grade.
What does SOXX hold that IJH doesn't?
SOXX's largest holdings that IJH doesn't hold include MU, AMD, NVDA, INTC, AVGO. Its category is semiconductors, versus IJH's US mid-cap.
Which is more concentrated, IJH or SOXX?
IJH's top 10 holdings are 27% of its listed weight; SOXX's are 61%. The more concentrated fund leans harder on its largest names.

Related comparisons