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FUND OVERLAP · LOOK-THROUGH

SOXX vs VT: how much do they really overlap?

SOXX (iShares Semiconductor ETF, tracking the NYSE Semiconductor) and VT (Vanguard Total World Stock ETF, tracking the FTSE Global All Cap) overlap by roughly 27% by weight. 9 of SOXX's top 10 holdings also appear in VT. A 50/50 blend of the two behaves like about 56 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
9/10
of SOXX’s top 10 also in VT
B
50/50 blend grade
~56
real bets in a 50/50 blend
You think SOXX and VT are two funds. By weight they lean on the same names: both hold NVIDIA CORP (NVDA)8.4% of SOXX and 4.0% of VT. 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 SOXX and VT. The weight columns show how much of each fund each name represents.

Holdingin SOXXin VT
NVDA NVIDIA CORP8.42%3.99%
AVGO BROADCOM INC7.91%1.50%
MU MICRON TECHNOLOGY INC8.21%1.11%
AMD ADVANCED MICRO DEVICES INC8.57%0.81%
ASML ASML HOLDING ADR REPRESENTING NV2.43%0.65%
INTC INTEL CORPORATION5.24%0.52%
AMAT APPLIED MATERIAL INC5.08%0.49%
LRCX LAM RESEARCH CORP4.27%0.46%
KLAC KLA CORP4.28%0.34%
TXN TEXAS INSTRUMENT INC4.16%0.23%

Only in SOXX

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

TSM TAIWAN SEMICONDUCTOR MANUFACTURING4.57%
MRVL MARVELL TECHNOLOGY INC4.08%
ADI ANALOG DEVICES INC4.04%
MPWR MONOLITHIC POWER SYSTEMS INC3.54%
NXPI NXP SEMICONDUCTORS NV3.48%
TER TERADYNE INC3.22%
QCOM QUALCOMM INC2.75%
ALAB ASTERA LABS INC2.38%

Only in VT

Vanguard Total World Stock ETFglobal all-cap. Its biggest holdings that SOXX doesn’t have:

AAPL Apple Inc.3.57%
MSFT Microsoft Corp.2.37%
AMZN Amazon.com Inc.1.97%
GOOGL Alphabet Inc. Class A1.80%
2330 Taiwan Semiconductor Manufacturing Co. Ltd.1.64%
GOOG Alphabet Inc. Class C1.41%
META Facebook Inc. Class A1.06%
TSLA Tesla Inc.1.05%

So — partly overlapping. Should you hold both?

SOXX and VT 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 ~56 effective positions (grade B).

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

How much do SOXX and VT overlap?
SOXX and VT 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. 9 of SOXX's 10 largest holdings are also held by VT. They share 10 of their listed top holdings in total.
Is it redundant to hold both SOXX and VT?
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 56 positions and a B diversification grade.
What does VT hold that SOXX doesn't?
VT's largest holdings that SOXX doesn't hold include AAPL, MSFT, AMZN, GOOGL, 2330. Its category is global all-cap, versus SOXX's semiconductors.
Which is more concentrated, SOXX or VT?
SOXX's top 10 holdings are 61% of its listed weight; VT's are 55%. The more concentrated fund leans harder on its largest names.

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