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FUND OVERLAP · LOOK-THROUGH

SOXX vs VO: how much do they really overlap?

SOXX (iShares Semiconductor ETF, tracking the NYSE Semiconductor) and VO (Vanguard Mid-Cap ETF, tracking the CRSP US Mid Cap) overlap by roughly 4% by weight. 0 of SOXX's top 10 holdings also appear in VO. A 50/50 blend of the two behaves like about 74 equally-weighted bets (diversification grade A). In short, the two funds hold almost none of the same securities — they are complementary, not redundant.

4%
weight overlap
0/10
of SOXX’s top 10 also in VO
A
50/50 blend grade
~74
real bets in a 50/50 blend

The same companies, in both funds

These 2 holdings appear in both SOXX and VO. The weight columns show how much of each fund each name represents.

Holdingin SOXXin VO
TER TERADYNE INC3.22%0.73%
MPWR MONOLITHIC POWER SYSTEMS INC3.54%0.62%

Only in SOXX

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

AMD ADVANCED MICRO DEVICES INC8.57%
NVDA NVIDIA CORP8.42%
MU MICRON TECHNOLOGY INC8.21%
AVGO BROADCOM INC7.91%
INTC INTEL CORPORATION5.24%
AMAT APPLIED MATERIAL INC5.08%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING4.57%
KLAC KLA CORP4.28%

Only in VO

Vanguard Mid-Cap ETFUS mid-cap. Its biggest holdings that SOXX doesn’t have:

VRT Vertiv Holdings Co. Class A1.22%
WDC Western Digital Corp.1.06%
STX Seagate Technology Holdings plc1.04%
PWR Quanta Services Inc.1.04%
HWM Howmet Aerospace Inc.1.04%
CMI Cummins Inc.0.95%
DDOG Datadog Inc. Class A0.83%
BE Bloom Energy Corp. Class A0.79%

So — essentially different. Should you hold both?

SOXX and VO hold almost none of the same securities — they are complementary, not redundant. Held together they genuinely broaden your exposure — a 50/50 blend reaches ~74 effective positions (grade A), because they hold largely different securities.

Holdings as of — SOXX: Jul 30, 2026 (iShares (BlackRock)); VO: 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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SOXX vs VO — FAQ

How much do SOXX and VO overlap?
SOXX and VO overlap by approximately 4% measured by portfolio weight — that is the share of the smaller fund's holdings (by weight) that also sit inside the other. 0 of SOXX's 10 largest holdings are also held by VO. They share 2 of their listed top holdings in total.
Is it redundant to hold both SOXX and VO?
Because they hold almost none of the same securities — they are complementary, not redundant, holding both is not redundant — each fund covers largely different holdings, so together they broaden your exposure. A 50/50 blend has an effective 74 positions and a A diversification grade.
What does VO hold that SOXX doesn't?
VO's largest holdings that SOXX doesn't hold include VRT, WDC, STX, PWR, HWM. Its category is US mid-cap, versus SOXX's semiconductors.
Which is more concentrated, SOXX or VO?
SOXX's top 10 holdings are 61% of its listed weight; VO's are 27%. The more concentrated fund leans harder on its largest names.

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