etf overlap · little overlap

VanEck Semiconductor ETF logoVanguard FTSE Developed Markets ETF logoSMH vs VEA overlap

SMH and VEA hold no company in common.

Holdings as of August 31, 2026 · source: VanEck (SMH), Vanguard (VEA)

overlapfull holdings, by weight
0.0%of each fund is money the other holds at the same weight, across 0 shared companies.
SMH
100%
VEA
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 VEA3,891 names
00005930Samsung Electronics Co Ltd2.60%
00000660SK hynix Inc2.00%
ASASMLASML Holding NV1.95%
HSHSBAHSBC Holdings PLC1.05%
RYRYRoyal Bank of Canada0.85%
NONOVNNovartis AG0.85%
SHSHELShell PLC0.77%
02Sectors

Where each fund puts its money

sectorsSMH vs VEA, share of each fund
Information Technology95.43%13.04%
Financials0.00%22.30%
Industrials0.00%14.79%
Health Care0.00%6.97%
Consumer Discretionary0.00%6.26%
Materials0.00%5.78%
Consumer Staples0.00%4.60%
Energy0.00%4.19%
Utilities0.00%2.69%
Communication Services0.00%2.50%
Real Estate0.00%1.01%
Not classified4.51%13.85%
03Questions

SMH and VEA: what people ask

questions4 answered

How much do SMH and VEA overlap?

0.0% by weight, as of August 31, 2026: little overlap. 0 companies appear in both funds; they make up 0.0% of SMH and 0.0% of VEA.

Which stocks do SMH and VEA both hold?

None. SMH and VEA have no holding in common.

Is it redundant to hold both SMH and VEA?

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, 3,891 only in VEA. 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 Vanguard publish, not a top-10 sample, and companies are matched by their ISIN so share classes stay apart.

Hold SMH and VEA?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.