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FUND OVERLAP · LOOK-THROUGH

SMH vs VBR: how much do they really overlap?

SMH (VanEck Semiconductor ETF, tracking the MVIS US Listed Semiconductor 25) and VBR (Vanguard Small-Cap Value ETF, tracking the CRSP US Small Cap Value) overlap by roughly 0% by weight. 0 of SMH's top 10 holdings also appear in VBR. A 50/50 blend of the two behaves like about 54 equally-weighted bets (diversification grade B). In short, the two funds hold almost none of the same securities — they are complementary, not redundant.

0%
weight overlap
0/10
of SMH’s top 10 also in VBR
B
50/50 blend grade
~54
real bets in a 50/50 blend

The same companies, in both funds

These 0 holdings appear in both SMH and VBR. The weight columns show how much of each fund each name represents.

Holdingin SMHin VBR

Only in SMH

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

NVDA NVIDIA Corporation18.16%
TSM Taiwan Semiconductor Manufacturing Company Limited9.04%
MU Micron Technology, Inc.5.99%
AVGO Broadcom Inc.5.49%
AMD Advanced Micro Devices, Inc.5.44%
AMAT Applied Materials, Inc.5.35%
INTC Intel Corporation5.09%
LRCX Lam Research Corporation5.00%

Only in VBR

Vanguard Small-Cap Value ETFUS small-cap value. Its biggest holdings that SMH doesn’t have:

FLEX Flex Ltd.1.25%
JBL Jabil Inc.0.82%
TPR Tapestry Inc.0.66%
NRG NRG Energy Inc.0.64%
ATO Atmos Energy Corp.0.63%
UTHR United Therapeutics Corp.0.55%
WSM Williams-Sonoma Inc.0.55%
ILMN Illumina Inc.0.53%

So — essentially different. Should you hold both?

SMH and VBR hold almost none of the same securities — they are complementary, not redundant. Held together they genuinely broaden your exposure — a 50/50 blend reaches ~54 effective positions (grade B), because they hold largely different securities.

Holdings as of — SMH: Jun 27, 2026 (VanEck); VBR: May 31, 2026 (Vanguard). 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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SMH vs VBR — FAQ

How much do SMH and VBR overlap?
SMH and VBR overlap by approximately 0% measured by portfolio weight — that is the share of the smaller fund's holdings (by weight) that also sit inside the other. 0 of SMH's 10 largest holdings are also held by VBR. They share 0 of their listed top holdings in total.
Is it redundant to hold both SMH and VBR?
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 54 positions and a B diversification grade.
What does VBR hold that SMH doesn't?
VBR's largest holdings that SMH doesn't hold include FLEX, JBL, TPR, NRG, ATO. Its category is US small-cap value, versus SMH's semiconductors.
Which is more concentrated, SMH or VBR?
SMH's top 10 holdings are 69% of its listed weight; VBR's are 30%. The more concentrated fund leans harder on its largest names.

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