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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 6% by weight. 1 of SOXX's top 10 holdings also appear in VO. A 50/50 blend of the two behaves like about 75 equally-weighted bets (diversification grade A). In short, the two funds hold almost none of the same securities — they are complementary, not redundant.

6%
weight overlap
1/10
of SOXX’s top 10 also in VO
A
50/50 blend grade
~75
real bets in a 50/50 blend

The same companies, in both funds

These 3 holdings appear in both SOXX and VO. The weight columns show how much of each fund each name represents.

Holdingin SOXXin VO
MRVL MARVELL TECHNOLOGY INC4.88%0.89%
MPWR MONOLITHIC POWER SYSTEMS INC2.93%0.72%
TER TERADYNE INC3.36%0.58%

Only in SOXX

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

MU MICRON TECHNOLOGY INC8.54%
AMD ADVANCED MICRO DEVICES INC8.09%
NVDA NVIDIA CORP6.81%
INTC INTEL CORPORATION6.33%
AVGO BROADCOM INC6.08%
AMAT APPLIED MATERIAL INC5.77%
KLAC KLA CORP5.64%
LRCX LAM RESEARCH CORP4.89%

Only in VO

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

STX Seagate Technology Holdings plc1.90%
WDC Western Digital Corp.1.78%
VRT Vertiv Holdings Co. Class A1.18%
PWR Quanta Services Inc.1.06%
HWM Howmet Aerospace Inc.1.03%
CMI Cummins Inc.0.89%
CEG Constellation Energy Corp.0.88%
SLB Schlumberger Ltd.0.81%

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 ~75 effective positions (grade A), because they hold largely different securities.

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

How much do SOXX and VO overlap?
SOXX and VO overlap by approximately 6% measured by portfolio weight — that is the share of the smaller fund's holdings (by weight) that also sit inside the other. 1 of SOXX's 10 largest holdings are also held by VO. They share 3 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 75 positions and a A diversification grade.
What does VO hold that SOXX doesn't?
VO's largest holdings that SOXX doesn't hold include STX, WDC, VRT, 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 31%. The more concentrated fund leans harder on its largest names.

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