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FUND OVERLAP · LOOK-THROUGH

SOXQ vs VTI: how much do they really overlap?

SOXQ (Invesco PHLX Semiconductor ETF, tracking the PHLX Semiconductor) and VTI (Vanguard Total Stock Market ETF, tracking the CRSP US Total Market) overlap by roughly 27% by weight. 7 of SOXQ's top 10 holdings also appear in VTI. A 50/50 blend of the two behaves like about 43 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.

27%
weight overlap
7/10
of SOXQ’s top 10 also in VTI
B
50/50 blend grade
~43
real bets in a 50/50 blend
You think SOXQ and VTI are two funds. By weight they lean on the same names: both hold NVIDIA Corporation (NVDA)10.5% of SOXQ and 6.7% of VTI. 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 SOXQ and VTI. The weight columns show how much of each fund each name represents.

Holdingin SOXQin VTI
NVDA NVIDIA Corporation10.47%6.70%
AVGO Broadcom Inc.7.87%2.91%
MU Micron Technology, Inc.8.91%1.50%
AMD Advanced Micro Devices, Inc.3.95%1.16%
INTC Intel Corporation4.34%0.63%
LRCX Lam Research Corporation4.88%0.55%
AMAT Applied Materials, Inc.5.83%0.49%
TXN Texas Instruments Incorporated3.53%0.38%
QCOM QUALCOMM Incorporated2.84%0.37%
KLAC KLA Corporation5.47%0.35%

Only in SOXQ

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

MRVL Marvell Technology, Inc.5.12%
ASML ASML Holding N.V.4.41%
TSM Taiwan Semiconductor Manufacturing Company Limited4.11%
ADI Analog Devices, Inc.3.58%
ALAB Astera Labs, Inc.2.81%
COHR Coherent Corp.2.75%
TER Teradyne, Inc.2.60%
NXPI NXP Semiconductors N.V.2.52%

Only in VTI

Vanguard Total Stock Market ETFtotal US market. Its biggest holdings that SOXQ doesn’t have:

AAPL Apple Inc.6.30%
MSFT Microsoft Corp.4.60%
AMZN Amazon.com Inc.3.60%
GOOGL Alphabet Inc. Class A3.05%
GOOG Alphabet Inc. Class C2.39%
META Facebook Inc. Class A1.90%
TSLA Tesla Inc.1.69%
LLY Eli Lilly & Co.1.29%

So — partly overlapping. Should you hold both?

SOXQ and VTI 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 ~43 effective positions (grade B).

Holdings as of — SOXQ: Jun 29, 2026 (Invesco); VTI: 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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SOXQ vs VTI — FAQ

How much do SOXQ and VTI overlap?
SOXQ and VTI overlap by approximately 27% measured by portfolio weight — that is the share of the smaller fund's holdings (by weight) that also sit inside the other. 7 of SOXQ's 10 largest holdings are also held by VTI. They share 10 of their listed top holdings in total.
Is it redundant to hold both SOXQ and VTI?
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 43 positions and a B diversification grade.
What does VTI hold that SOXQ doesn't?
VTI's largest holdings that SOXQ doesn't hold include AAPL, MSFT, AMZN, GOOGL, GOOG. Its category is total US market, versus SOXQ's semiconductors.
Which is more concentrated, SOXQ or VTI?
SOXQ's top 10 holdings are 63% of its listed weight; VTI's are 61%. The more concentrated fund leans harder on its largest names.

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