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FUND OVERLAP · LOOK-THROUGH

IVV vs SMH: how much do they really overlap?

IVV (iShares Core S&P 500 ETF, tracking the S&P 500) and SMH (VanEck Semiconductor ETF, tracking the MVIS US Listed Semiconductor 25) overlap by roughly 28% by weight. 3 of IVV's top 10 holdings also appear in SMH. A 50/50 blend of the two behaves like about 31 equally-weighted bets (diversification grade B). In short, the two funds share a meaningful core of the same megacaps, but each also brings real exposure the other lacks.

28%
weight overlap
3/10
of IVV’s top 10 also in SMH
B
50/50 blend grade
~31
real bets in a 50/50 blend
You think IVV and SMH are two funds. By weight they lean on the same names: both hold NVIDIA CORP (NVDA)7.5% of IVV and 18.2% of SMH. Hold both and NVDA just becomes a bigger single bet, not a more diversified one.

The same companies, in both funds

These 10 holdings appear in both IVV and SMH. The weight columns show how much of each fund each name represents.

Holdingin IVVin SMH
NVDA NVIDIA CORP7.51%18.16%
AVGO BROADCOM INC2.77%5.49%
MU MICRON TECHNOLOGY INC2.02%5.99%
AMD ADVANCED MICRO DEVICES INC1.47%5.44%
INTC INTEL CORPORATION1.02%5.09%
AMAT APPLIED MATERIAL INC0.89%5.35%
LRCX LAM RESEARCH CORP0.84%5.00%
KLAC KLA CORP0.61%4.94%
TXN TEXAS INSTRUMENT INC0.42%4.29%
MRVL MARVELL TECHNOLOGY INC0.40%4.49%

Only in IVV

iShares Core S&P 500 ETFUS large-cap. Its biggest holdings that SMH doesn’t have:

AAPL APPLE INC6.58%
MSFT MICROSOFT CORP4.29%
AMZN AMAZON.COM INC3.61%
GOOGL ALPHABET INC CLASS A3.25%
GOOG ALPHABET INC CLASS C2.59%
META META PLATFORMS INC CLASS A1.92%
TSLA TESLA INC1.83%
LLY ELI LILLY1.47%

Only in SMH

VanEck Semiconductor ETFsemiconductors. Its biggest holdings that IVV doesn’t have:

TSM Taiwan Semiconductor Manufacturing Company Limited9.04%
ASML ASML Holding N.V.4.89%
ADI Analog Devices, Inc.4.19%
QCOM QUALCOMM Incorporated4.12%
CDNS Cadence Design Systems, Inc.2.33%
SNPS Synopsys, Inc.1.96%
TER Teradyne, Inc.1.45%
STM STMicroelectronics N.V.1.29%

So — partly overlapping. Should you hold both?

IVV and SMH share a meaningful core of the same megacaps, but each also brings real exposure the other lacks. Held together they keep a shared megacap core but each still pulls in exposure the other lacks, so a 50/50 blend spreads to ~31 effective positions (grade B).

Holdings as of — IVV: Jun 30, 2026 (iShares (BlackRock)); SMH: Jun 27, 2026 (VanEck). 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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IVV vs SMH — FAQ

How much do IVV and SMH overlap?
IVV and SMH overlap by approximately 28% measured by portfolio weight — that is the share of the smaller fund's holdings (by weight) that also sit inside the other. 3 of IVV's 10 largest holdings are also held by SMH. They share 10 of their listed top holdings in total.
Is it redundant to hold both IVV and SMH?
Because they share a meaningful core of the same megacaps, but each also brings real exposure the other lacks, holding both is partly redundant: you double up on a shared core (NVDA) while each fund still adds distinct exposure. A 50/50 blend has an effective 31 positions and a B diversification grade.
What does SMH hold that IVV doesn't?
SMH's largest holdings that IVV doesn't hold include TSM, ASML, ADI, QCOM, CDNS. Its category is semiconductors, versus IVV's US large-cap.
Which is more concentrated, IVV or SMH?
IVV's top 10 holdings are 58% of its listed weight; SMH's are 69%. The more concentrated fund leans harder on its largest names.

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