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FUND OVERLAP · LOOK-THROUGH

SOXQ vs SOXX: how much do they really overlap?

SOXQ (Invesco PHLX Semiconductor ETF, tracking the PHLX Semiconductor) and SOXX (iShares Semiconductor ETF, tracking the NYSE Semiconductor) overlap by roughly 86% by weight. 10 of SOXQ's top 10 holdings also appear in SOXX. A 50/50 blend of the two behaves like about 21 equally-weighted bets (diversification grade C). In short, the two funds hold nearly the same stocks in nearly the same proportions — owning both is largely redundant.

86%
weight overlap
10/10
of SOXQ’s top 10 also in SOXX
C
50/50 blend grade
~21
real bets in a 50/50 blend
You think SOXQ and SOXX are two funds. By weight they lean on the same names: both hold Micron Technology, Inc. (MU)8.9% of SOXQ and 8.5% of SOXX. Hold both and MU just becomes a bigger single bet, not a more diversified one.

The same companies, in both funds

These 23 holdings appear in both SOXQ and SOXX. The weight columns show how much of each fund each name represents.

Holdingin SOXQin SOXX
MU Micron Technology, Inc.8.91%8.54%
NVDA NVIDIA Corporation10.47%6.81%
AVGO Broadcom Inc.7.87%6.08%
AMAT Applied Materials, Inc.5.83%5.77%
KLAC KLA Corporation5.47%5.64%
MRVL Marvell Technology, Inc.5.12%4.88%
LRCX Lam Research Corporation4.88%4.89%
INTC Intel Corporation4.34%6.33%
TSM Taiwan Semiconductor Manufacturing Company Limited4.11%4.26%
AMD Advanced Micro Devices, Inc.3.95%8.09%
TXN Texas Instruments Incorporated3.53%3.50%
ADI Analog Devices, Inc.3.58%3.45%
ALAB Astera Labs, Inc.2.81%3.02%
QCOM QUALCOMM Incorporated2.84%2.65%
TER Teradyne, Inc.2.60%3.36%

+ 8 more shared holdings.

Only in SOXQ

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

COHR Coherent Corp.2.75%
GFS GLOBALFOUNDRIES Inc.1.60%

Only in SOXX

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

ENTG ENTEGRIS INC1.22%
ASX ASE TECHNOLOGY HOLDING ADR REPRESE1.22%
UMC UNITED MICRO ELECTRONICS ADR REP1.02%
STM STMICROELECTRONICS ADR NV0.79%
NVMI NOVA LTD0.77%
RMBS RAMBUS INC0.64%
SWKS SKYWORKS SOLUTIONS INC0.45%
USD USD CASH0.35%

So — nearly identical. Should you hold both?

SOXQ and SOXX hold nearly the same stocks in nearly the same proportions — owning both is largely redundant. If you already hold SOXQ, adding SOXX mostly increases your bet on the names they share rather than spreading it — a 50/50 blend still behaves like only ~21 equal positions, with the top 10 alone at 61% and the Magnificent Seven at 9%.

Holdings as of — SOXQ: Jun 29, 2026 (Invesco); SOXX: Jun 30, 2026 (iShares (BlackRock)). Refreshed monthly. Overlap is measured across each fund’s largest holdings (top 33); the diffuse long tail barely moves the math.

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SOXQ vs SOXX — FAQ

How much do SOXQ and SOXX overlap?
SOXQ and SOXX overlap by approximately 86% measured by portfolio weight — that is the share of the smaller fund's holdings (by weight) that also sit inside the other. 10 of SOXQ's 10 largest holdings are also held by SOXX. They share 23 of their listed top holdings in total.
Is it redundant to hold both SOXQ and SOXX?
Because they hold nearly the same stocks in nearly the same proportions — owning both is largely redundant, holding both is largely redundant — you mostly duplicate the same megacaps and concentrate rather than diversify. A 50/50 blend has an effective 21 positions and a C diversification grade.
What does SOXX hold that SOXQ doesn't?
SOXX's largest holdings that SOXQ doesn't hold include ENTG, ASX, UMC, STM, NVMI. Its category is semiconductors, versus SOXQ's semiconductors.
Which is more concentrated, SOXQ or SOXX?
SOXQ's top 10 holdings are 63% of its listed weight; SOXX's are 61%. The more concentrated fund leans harder on its largest names.

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