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FUND OVERLAP · LOOK-THROUGH

SOXX vs VUG: how much do they really overlap?

SOXX (iShares Semiconductor ETF, tracking the NYSE Semiconductor) and VUG (Vanguard Growth ETF, tracking the CRSP US Large Cap Growth) overlap by roughly 20% by weight. 7 of SOXX's top 10 holdings also appear in VUG. A 50/50 blend of the two behaves like about 29 equally-weighted bets (diversification grade C). In short, the two funds have only a small shared core — they mostly hold different things and are largely complementary.

20%
weight overlap
7/10
of SOXX’s top 10 also in VUG
C
50/50 blend grade
~29
real bets in a 50/50 blend
You think SOXX and VUG are two funds. By weight they lean on the same names: both hold NVIDIA CORP (NVDA)6.8% of SOXX and 13.1% of VUG. Hold both and NVDA just becomes a bigger single bet, not a more diversified one.

The same companies, in both funds

These 8 holdings appear in both SOXX and VUG. The weight columns show how much of each fund each name represents.

Holdingin SOXXin VUG
NVDA NVIDIA CORP6.81%13.10%
AVGO BROADCOM INC6.08%5.17%
AMD ADVANCED MICRO DEVICES INC8.09%2.30%
LRCX LAM RESEARCH CORP4.89%1.09%
KLAC KLA CORP5.64%0.70%
MRVL MARVELL TECHNOLOGY INC4.88%0.51%
AMAT APPLIED MATERIAL INC5.77%0.50%
TXN TEXAS INSTRUMENT INC3.50%0.39%

Only in SOXX

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

MU MICRON TECHNOLOGY INC8.54%
INTC INTEL CORPORATION6.33%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING4.26%
ADI ANALOG DEVICES INC3.45%
TER TERADYNE INC3.36%
NXPI NXP SEMICONDUCTORS NV3.14%
ALAB ASTERA LABS INC3.02%
MPWR MONOLITHIC POWER SYSTEMS INC2.93%

Only in VUG

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

AAPL Apple Inc.12.32%
MSFT Microsoft Corp.8.99%
GOOGL Alphabet Inc. Class A5.95%
AMZN Amazon.com Inc.4.85%
GOOG Alphabet Inc. Class C4.68%
META Facebook Inc. Class A3.73%
TSLA Tesla Inc.3.31%
LLY Eli Lilly & Co.2.53%

So — mostly different. Should you hold both?

SOXX and VUG have only a small shared core — they mostly hold different things and are largely complementary. Held together they genuinely broaden your exposure — a 50/50 blend reaches ~29 effective positions (grade C), because they hold largely different securities.

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

How much do SOXX and VUG overlap?
SOXX and VUG overlap by approximately 20% 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 VUG. They share 8 of their listed top holdings in total.
Is it redundant to hold both SOXX and VUG?
Because they have only a small shared core — they mostly hold different things and are largely complementary, holding both is not redundant — each fund covers largely different holdings, so together they broaden your exposure. A 50/50 blend has an effective 29 positions and a C diversification grade.
What does VUG hold that SOXX doesn't?
VUG's largest holdings that SOXX doesn't hold include AAPL, MSFT, GOOGL, AMZN, GOOG. Its category is US large-cap growth, versus SOXX's semiconductors.
Which is more concentrated, SOXX or VUG?
SOXX's top 10 holdings are 61% of its listed weight; VUG's are 73%. The more concentrated fund leans harder on its largest names.

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