etf overlap · little overlap

SMH vs VEA overlap
SMH and VEA hold no company in common.
Holdings as of August 31, 2026 · source: VanEck (SMH), Vanguard (VEA)
- same money
- same companies, extra weight
- only in this fund
What only one of them gives you
Where each fund puts its money
SMH and VEA: what people ask
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.
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.