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FUND OVERLAP · LOOK-THROUGH

SOXQ vs VUG: how much do they really overlap?

SOXQ (Invesco PHLX Semiconductor ETF, tracking the PHLX Semiconductor) and VUG (Vanguard Growth ETF, tracking the CRSP US Large Cap Growth) overlap by roughly 27% by weight. 7 of SOXQ's top 10 holdings also appear in VUG. A 50/50 blend of the two behaves like about 28 equally-weighted bets (diversification grade C). 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 VUG
C
50/50 blend grade
~28
real bets in a 50/50 blend
You think SOXQ and VUG are two funds. By weight they lean on the same names: both hold NVIDIA Corporation (NVDA)10.5% of SOXQ and 12.6% of VUG. Hold both and NVDA just becomes a bigger single bet, not a more diversified one.

The same companies, in both funds

These 9 holdings appear in both SOXQ and VUG. The weight columns show how much of each fund each name represents.

Holdingin SOXQin VUG
NVDA NVIDIA Corporation10.47%12.60%
AVGO Broadcom Inc.7.87%4.27%
AMD Advanced Micro Devices, Inc.3.95%2.61%
AMAT Applied Materials, Inc.5.83%1.59%
LRCX Lam Research Corporation4.88%1.50%
KLAC KLA Corporation5.47%1.10%
INTC Intel Corporation4.34%0.79%
MRVL Marvell Technology, Inc.5.12%0.75%
TXN Texas Instruments Incorporated3.53%0.39%

Only in SOXQ

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

MU Micron Technology, Inc.8.91%
ASML ASML Holding N.V.4.41%
TSM Taiwan Semiconductor Manufacturing Company Limited4.11%
ADI Analog Devices, Inc.3.58%
QCOM QUALCOMM Incorporated2.84%
ALAB Astera Labs, Inc.2.81%
COHR Coherent Corp.2.75%
TER Teradyne, Inc.2.60%

Only in VUG

Vanguard Growth ETFUS large-cap growth. Its biggest holdings that SOXQ doesn’t have:

AAPL Apple Inc.11.64%
MSFT Microsoft Corp.7.60%
GOOGL Alphabet Inc. Class A5.74%
GOOG Alphabet Inc. Class C4.52%
AMZN Amazon.com Inc.4.46%
META Facebook Inc. Class A3.40%
TSLA Tesla Inc.3.26%
LLY Eli Lilly & Co.2.80%

So — partly overlapping. Should you hold both?

SOXQ and VUG 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 ~28 effective positions (grade C).

Holdings as of — SOXQ: Jun 29, 2026 (Invesco); VUG: Jun 30, 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 VUG — FAQ

How much do SOXQ and VUG overlap?
SOXQ and VUG 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 VUG. They share 9 of their listed top holdings in total.
Is it redundant to hold both SOXQ and VUG?
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 28 positions and a C diversification grade.
What does VUG hold that SOXQ doesn't?
VUG's largest holdings that SOXQ doesn't hold include AAPL, MSFT, GOOGL, GOOG, AMZN. Its category is US large-cap growth, versus SOXQ's semiconductors.
Which is more concentrated, SOXQ or VUG?
SOXQ's top 10 holdings are 63% of its listed weight; VUG's are 69%. The more concentrated fund leans harder on its largest names.

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