SOXX vs VTTHX: 7% overlap

iShares Semiconductor ETF and Vanguard Target Retirement 2035 share 7.1% 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 — VTTHX 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
1.9Effective Funds

You would hold two tickers and get the diversification of 1.9. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
7.1%
SOXX expense ratio
0.34%
VTTHX expense ratio
0.08%

Top shared holdings

SOXX and VTTHX hold 28 of the same securities. The ten contributing most to the overlap figure:

Holdingin SOXXin VTTHXΔ
NVDA8.3%2.5%5.8%
AVGO7.3%1.0%6.4%
MU8.5%0.7%7.8%
AMD8.7%0.5%8.2%
ASML2.4%0.5%2.0%
AMAT5.2%0.3%4.9%
INTC5.3%0.3%5.0%
LRCX4.2%0.3%3.9%
KLAC4.8%0.2%4.5%
TXN3.9%0.1%3.7%

Where SOXX and VTTHX 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.

SectorSOXXVTTHXΔ
Information Technology99.9%19.5%+80.3pp
Financials0.0%12.0%12.0pp
Unclassified0.0%11.2%11.2pp
Treasuries0.0%11.2%11.2pp
Industrials0.0%7.8%7.8pp
Consumer Discretionary0.0%5.7%5.7pp
Health Care0.0%5.2%5.2pp
MBS Pass-Through0.0%4.7%4.7pp

Δ is SOXX minus VTTHX, 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 SOXX
3 positions

8.7% of SOXX by weight, held in no part of VTTHX.

Only in VTTHX
16,654 positions

91.0% of VTTHX by weight, held in no part of SOXX.

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

Concentration and cost

SOXXVTTHX
Top 10 holdings60.9%26.4%
Positions held326
Cost per $10,000 held, per year$34$8

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 SOXX and VTTHX overlap?

SOXX and VTTHX overlap 7.1% by portfolio weight — largely distinct portfolios. They share 28 holdings. The figure comes from current issuer holdings files (SOXX as of 2026-07-23, VTTHX as of 2026-03-31).

How is the overlap between SOXX and VTTHX calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If SOXX holds a stock at 6% and VTTHX 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 SOXX and VTTHX?

That depends on your goals — we state facts, not advice. At 7.1% overlap, each fund still contributes meaningfully distinct exposure.

What does SOXX own that VTTHX doesn't?

SOXX holds 32 positions and VTTHX holds 6; 3 of SOXX's positions don't appear in VTTHX at all, and they are 8.7% of SOXX by weight.

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Related comparisons

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