ITOT vs SMH: 16% overlap

iShares Core S&P Total U.S. Stock Market ETF and VanEck Semiconductor ETF share 16.3% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Different holding dates. These holdings were published about 4 months apart — SMH as of 2026-03-31, the rest through 2026-07-23. Each fund is compared using its most recent file, so any trading in between shows up as a difference.

Hold both, 50/50
1.8Effective Funds

You would hold two tickers and get the diversification of 1.8. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
16.3%
ITOT expense ratio
0.03%
SMH expense ratio
0.35%

Top shared holdings

ITOT and SMH hold 20 of the same securities. The ten contributing most to the overlap figure:

Holdingin ITOTin SMHΔ
NVDA7.0%19.6%12.6%
AVGO2.6%7.8%5.2%
MU1.6%4.2%2.7%
AMD1.2%4.7%3.5%
INTC0.7%4.3%3.7%
AMAT0.6%4.6%4.0%
LRCX0.6%4.6%4.0%
KLAC0.4%4.7%4.3%
TXN0.4%4.6%4.2%
ADI0.3%4.7%4.4%

Where ITOT and SMH differ

Sector weights as a share of each fund, ordered by the size of the gap rather than the size of the sector — two funds that overlap heavily still usually diverge somewhere.

SectorITOTSMHΔ
Information Technology35.2%92.8%57.6pp
Financials12.7%0.0%+12.7pp
Industrials10.1%0.0%+10.1pp
Health Care9.7%0.0%+9.7pp
Consumer Discretionary8.8%0.0%+8.8pp
Communication Services8.7%0.0%+8.7pp
Unclassified0.0%7.2%7.2pp
Consumer Staples4.4%0.0%+4.4pp

Δ is ITOT minus SMH, in percentage points. Sector data is not published by every issuer, so “Unclassified” is a real category rather than a gap in the table.

What each fund holds alone

Only in ITOT
2,419 positions

83.6% of ITOT by weight, held in no part of SMH.

Only in SMH
6 positions

19.8% of SMH by weight, held in no part of ITOT.

A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.

Concentration and cost

ITOTSMH
Top 10 holdings32.7%72.2%
Positions held2,44026
Cost per $10,000 held, per year$3$35

Cost is the expense ratio applied to $10,000; it excludes any brokerage commission, bid-ask spread or tax consequence. Figures are facts about the funds, not a suggestion about which to hold.

Frequently asked

How much do ITOT and SMH overlap?

ITOT and SMH overlap 16.3% by portfolio weight — moderate overlap. They share 20 holdings. The figure comes from current issuer holdings files (ITOT as of 2026-07-23, SMH as of 2026-03-31).

How is the overlap between ITOT and SMH calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If ITOT holds a stock at 6% and SMH holds the same stock at 4%, 4% counts as shared. The result is bounded between 0% and 100%, and it is computed after looking through any fund-of-funds to the underlying holdings.

Is it redundant to hold both ITOT and SMH?

That depends on your goals — we state facts, not advice. At 16.3% overlap, each fund still contributes meaningfully distinct exposure.

What does ITOT own that SMH doesn't?

ITOT holds 2,440 positions and SMH holds 26; 2,419 of ITOT's positions don't appear in SMH at all, and they are 83.6% of ITOT by weight.

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Related comparisons

Sources: issuer holdings files, ITOT as of 2026-07-23, SMH as of 2026-03-31. Weights are fractions of each fund. Diagnostics, not advice.