DIA vs SOXX Overlap

DIA is an industrials ETF from SPDR, while SOXX is a semiconductor-focused equity ETF from IShares. DIA and SOXX show limited overlap, with an estimated weighted overlap of 2.38%. They share 1 holdings in the loaded dataset, led by NVDA.

2.4% overlap
#
1Shared Holdings
OK
Low Overlap

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Quick Answer

DIA is an industrials ETF from SPDR, while SOXX is a semiconductor-focused equity ETF from IShares. DIA and SOXX show limited overlap, with an estimated weighted overlap of 2.38%. They share 1 holdings in the loaded dataset, led by NVDA.

  • 2.38% weighted overlap across 1 shared holdings.
  • The top three shared holdings explain 100% of the measured overlap.
  • DIA and SOXX are closer in breadth than a broad-vs-niche ETF pair.
  • The overlap is mostly explained by the top shared positions rather than sector labels alone.
  • Holding both can still add materially different exposure.

Data Freshness

DIA holdings
Mar 12, 2026
SOXX holdings
Mar 12, 2026
Overlap computed
Mar 13, 2026
Data source
Financial Modeling Prep

Review the methodology for the overlap formula and refresh policy.

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About These ETFs

ETF A

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust

Issuer
SPDR
Asset class
Equity
Expense ratio
0.16%
AUM
$44B
Inception
Jan 14, 1998

ETF B

SOXX

iShares Semiconductor ETF

Issuer
IShares
Asset class
Equity
Expense ratio
0.34%
AUM
$21B
Inception
Jul 10, 2001

What Stands Out In This Comparison

01

What This Means

DIA is an industrials ETF from SPDR, while SOXX is a semiconductor-focused equity ETF from IShares. DIA and SOXX do not own much of the same portfolio weight. That usually means you are combining different parts of the market, with only a small amount of duplication through names like NVDA.

02

How They Differ

DIA is an industrials ETF from SPDR, while SOXX is a semiconductor-focused equity ETF from IShares. Neither fund clearly dominates on breadth, so the practical difference is more about weighting, index construction, and cost. DIA has the lower expense ratio, while SOXX charges more for its exposure.

03

What Drives The Overlap

The overlap is driven by a relatively small set of large shared positions. The top three shared holdings account for 100% of the score, which means the result is heavily influenced by the biggest common weights rather than a long tail of tiny positions.

04

When One May Fit Better

Because DIA and SOXX are closer in breadth, the better fit usually comes down to index methodology, issuer preference, and cost. DIA has the lower expense ratio, while SOXX charges more for its exposure.

Overlap Driver Snapshot

Concentration

The top three shared holdings explain 100% of the full overlap score.

That helps show whether the score comes from a handful of giant shared positions or from a broader mix of common holdings.

Shared Sector Tilt

Sector tags are not consistently available for the biggest shared positions in this dataset, so this comparison leans more on the specific holdings than on sector labels.

Top Shared Holdings

These are the holdings contributing the most to the overlap score between DIA and SOXX.

HoldingDIA Wt.SOXX Wt.Overlap
NVDA2.38%7.28%2.38%

Why These ETFs Overlap

DIA is an industrials ETF from SPDR, while SOXX is a semiconductor-focused equity ETF from IShares. The overlap exists because both funds allocate meaningful weight to the same holdings. In this dataset, the biggest shared drivers are NVDA, which appear in both portfolios and push the overlap score higher.

Holding both DIA and SOXX can make sense if you want exposure to different sleeves of the market. The overlap is small enough that both funds may still improve diversification.

Related Comparisons

Frequently Asked Questions About DIA and SOXX

What is the overlap between DIA and SOXX?+
DIA and SOXX currently show an estimated weighted overlap of 2.38% based on the loaded holdings data.
How many holdings do DIA and SOXX share?+
They share 1 holdings in the current dataset.
Is the DIA and SOXX overlap high?+
The current verdict is Low Overlap. That means the two ETFs have limited duplication in portfolio weight.
Why do DIA and SOXX overlap?+
DIA and SOXX overlap because the same large positions appear in both funds. In this comparison, the top three shared holdings explain 100% of the measured overlap score.
Which ETF is broader, DIA or SOXX?+
DIA and SOXX look closer in breadth than a broad-vs-niche pair, so the main difference is more about strategy and weighting than simple market coverage.

How Overlap Is Calculated

A straightforward approach used by portfolio analysts.

Overlap = sum(min(Weight_A, Weight_B)) for each shared holding

For every stock that appears in both ETFs, we take the smaller of the two weights. Adding up all those minimums gives the total overlap percentage. A score of 100% means the two ETFs hold the exact same stocks in the same proportions.

Want the full explanation? Read the methodology page.

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