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FUND OVERLAP · LOOK-THROUGH

SMH vs VTV: how much do they really overlap?

SMH (VanEck Semiconductor ETF, tracking the MVIS US Listed Semiconductor 25) and VTV (Vanguard Value ETF, tracking the CRSP US Large Cap Value) overlap by roughly 16% by weight. 3 of SMH's top 10 holdings also appear in VTV. A 50/50 blend of the two behaves like about 44 equally-weighted bets (diversification grade B). In short, the two funds have only a small shared core — they mostly hold different things and are largely complementary.

16%
weight overlap
3/10
of SMH’s top 10 also in VTV
B
50/50 blend grade
~44
real bets in a 50/50 blend
You think SMH and VTV are two funds. By weight they lean on the same names: both hold Micron Technology, Inc. (MU)6.0% of SMH and 4.2% of VTV. Hold both and MU just becomes a bigger single bet, not a more diversified one.

The same companies, in both funds

These 6 holdings appear in both SMH and VTV. The weight columns show how much of each fund each name represents.

Holdingin SMHin VTV
MU Micron Technology, Inc.5.99%4.17%
INTC Intel Corporation5.09%1.75%
QCOM QUALCOMM Incorporated4.12%1.02%
ADI Analog Devices, Inc.4.19%0.77%
AMAT Applied Materials, Inc.5.35%0.68%
TXN Texas Instruments Incorporated4.29%0.53%

Only in SMH

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

NVDA NVIDIA Corporation18.16%
TSM Taiwan Semiconductor Manufacturing Company Limited9.04%
AVGO Broadcom Inc.5.49%
AMD Advanced Micro Devices, Inc.5.44%
LRCX Lam Research Corporation5.00%
KLAC KLA Corporation4.94%
ASML ASML Holding N.V.4.89%
MRVL Marvell Technology, Inc.4.49%

Only in VTV

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

JPM JPMorgan Chase & Co.2.88%
BRK.B Berkshire Hathaway Inc. Class B2.82%
XOM Exxon Mobil Corp.2.31%
JNJ Johnson & Johnson2.07%
WMT Walmart Inc.1.93%
CSCO Cisco Systems Inc.1.63%
CAT Caterpillar Inc.1.55%
ABBV AbbVie Inc.1.47%

So — mostly different. Should you hold both?

SMH and VTV have only a small shared core — they mostly hold different things and are largely complementary. Held together they genuinely broaden your exposure — a 50/50 blend reaches ~44 effective positions (grade B), because they hold largely different securities.

Holdings as of — SMH: Jun 27, 2026 (VanEck); VTV: 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 VTV — FAQ

How much do SMH and VTV overlap?
SMH and VTV overlap by approximately 16% measured by portfolio weight — that is the share of the smaller fund's holdings (by weight) that also sit inside the other. 3 of SMH's 10 largest holdings are also held by VTV. They share 6 of their listed top holdings in total.
Is it redundant to hold both SMH and VTV?
Because they have only a small shared core — they mostly hold different things and are largely complementary, holding both is not redundant — each fund covers largely different holdings, so together they broaden your exposure. A 50/50 blend has an effective 44 positions and a B diversification grade.
What does VTV hold that SMH doesn't?
VTV's largest holdings that SMH doesn't hold include JPM, BRK.B, XOM, JNJ, WMT. Its category is US large-cap value, versus SMH's semiconductors.
Which is more concentrated, SMH or VTV?
SMH's top 10 holdings are 69% of its listed weight; VTV's are 41%. The more concentrated fund leans harder on its largest names.

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