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FUND OVERLAP · LOOK-THROUGH

SOXX vs SPY: how much do they really overlap?

SOXX (iShares Semiconductor ETF, tracking the NYSE Semiconductor) and SPY (SPDR S&P 500 ETF Trust, tracking the S&P 500) overlap by roughly 31% by weight. 7 of SOXX's top 10 holdings also appear in SPY. A 50/50 blend of the two behaves like about 45 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.

31%
weight overlap
7/10
of SOXX’s top 10 also in SPY
B
50/50 blend grade
~45
real bets in a 50/50 blend
You think SOXX and SPY are two funds. By weight they lean on the same names: both hold NVIDIA CORP (NVDA)6.8% of SOXX and 7.4% of SPY. Hold both and NVDA just becomes a bigger single bet, not a more diversified one.

The same companies, in both funds

These 7 holdings appear in both SOXX and SPY. The weight columns show how much of each fund each name represents.

Holdingin SOXXin SPY
NVDA NVIDIA CORP6.81%7.38%
AVGO BROADCOM INC6.08%2.76%
MU MICRON TECHNOLOGY INC8.54%2.02%
AMD ADVANCED MICRO DEVICES INC8.09%1.38%
INTC INTEL CORPORATION6.33%0.97%
AMAT APPLIED MATERIAL INC5.77%0.86%
LRCX LAM RESEARCH CORP4.89%0.80%

Only in SOXX

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

KLAC KLA CORP5.64%
MRVL MARVELL TECHNOLOGY INC4.88%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING4.26%
TXN TEXAS INSTRUMENT INC3.50%
ADI ANALOG DEVICES INC3.45%
TER TERADYNE INC3.36%
NXPI NXP SEMICONDUCTORS NV3.14%
ALAB ASTERA LABS INC3.02%

Only in SPY

SPDR S&P 500 ETF TrustUS large-cap. Its biggest holdings that SOXX doesn’t have:

AAPL Apple Inc.6.47%
MSFT Microsoft Corporation4.28%
AMZN Amazon.com, Inc.3.68%
GOOGL Alphabet Inc.3.24%
GOOG Alphabet Inc.2.60%
META Meta Platforms, Inc.1.93%
TSLA Tesla, Inc.1.81%
LLY Eli Lilly and Company1.52%

So — partly overlapping. Should you hold both?

SOXX and SPY 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 ~45 effective positions (grade B).

Holdings as of — SOXX: Jun 30, 2026 (iShares (BlackRock)); SPY: Jun 29, 2026 (State Street Global Advisors). 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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SOXX vs SPY — FAQ

How much do SOXX and SPY overlap?
SOXX and SPY overlap by approximately 31% measured by portfolio weight — that is the share of the smaller fund's holdings (by weight) that also sit inside the other. 7 of SOXX's 10 largest holdings are also held by SPY. They share 7 of their listed top holdings in total.
Is it redundant to hold both SOXX and SPY?
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 45 positions and a B diversification grade.
What does SPY hold that SOXX doesn't?
SPY's largest holdings that SOXX doesn't hold include AAPL, MSFT, AMZN, GOOGL, GOOG. Its category is US large-cap, versus SOXX's semiconductors.
Which is more concentrated, SOXX or SPY?
SOXX's top 10 holdings are 61% of its listed weight; SPY's are 71%. The more concentrated fund leans harder on its largest names.

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