etf overlap · little overlap

VanEck Semiconductor ETF logoiShares MSCI Emerging Markets ETF logoSMH vs EEM overlap

SMH and EEM hold no company in common.

Holdings as of September 24, 2026 · source: VanEck (SMH), iShares (EEM)

overlapfull holdings, by weight
0.0%of each fund is money the other holds at the same weight, across 0 shared companies.
SMH
100%
EEM
100%
  • same money
  • same companies, extra weight
  • only in this fund
Overlap = the sum, over companies both funds hold, of the smaller of the two weights. Cash and derivatives excluded.
01Different

What only one of them gives you

only in SMH25 names
SKSKHYVSk Hynix Inc4.51%
only in EEM1,169 names
232330TAIWAN SEMICONDUCTOR MANUFACTURING15.32%
00005930SAMSUNG ELECTRONICS LTD7.81%
00000660SK HYNIX6.02%
70700TENCENT HOLDINGS2.74%
242454MEDIATEK1.92%
999988ALIBABA GROUP HOLDING1.88%
00005935SAMSUNG ELECTRONICS NON VOTING PRE1.03%
232308DELTA ELECTRONICS0.93%
02Sectors

Where each fund puts its money

sectorsSMH vs EEM, share of each fund
Information Technology95.43%44.05%
Financials0.00%19.12%
Consumer Discretionary0.00%7.40%
Industrials0.00%6.31%
Communication Services0.00%5.83%
Materials0.00%5.76%
Energy0.00%3.39%
Health Care0.00%2.63%
Consumer Staples0.00%2.55%
Utilities0.00%1.83%
Real Estate0.00%0.94%
Not classified4.51%0.00%
03Questions

SMH and EEM: what people ask

questions4 answered

How much do SMH and EEM overlap?

0.0% by weight, as of September 24, 2026: little overlap. 0 companies appear in both funds; they make up 0.0% of SMH and 0.0% of EEM.

Which stocks do SMH and EEM both hold?

None. SMH and EEM have no holding in common.

Is it redundant to hold both SMH and EEM?

Out of every $100 split evenly between them, about $0 (half in each fund) buys identical positions. The rest is exposure only one of the two funds gives you: 25 names only in SMH, 1,169 only in EEM. Whether that duplication is a problem depends on the mix you want; this is a description, not advice.

How is ETF overlap calculated here?

For every company held by both funds we take the smaller of its two weights and add them up. The weights come from the full holdings files VanEck and iShares publish, not a top-10 sample, and companies are matched by their ISIN so share classes stay apart.

Hold SMH and EEM?Import your positions and see what your funds hold together, company by company, with the fees you pay on each.Import my portfolio

Weights come from each issuer's published holdings file and are matched company by company on their ISIN. Cash, futures and currency positions are left out. This page describes what the funds hold; it is not investment advice.