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ADIV vs SOXY

Shared holdings
3
ADIV covered by SOXY
8.87%
SOXY covered by ADIV
8.87%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 37 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ADIV (March 31, 2026)

SecurityWeight
Elite Material Co Ltd. TWD105.36%
COMMON STOCK3.81%
Industrial & Commercial Bank of China Ltd. 'H'CNY13.64%
TAIWAN SEMIC MFG CO LTD SP ADR3.50%
COMMON STOCK3.47%
Ping An Insurance (Group) Co. of China, Ltd., H Shares3.26%
COMMON STOCK3.16%
DBS GRP. HLDGS. LTD3.14%
Korean Reinsurance Company2.98%
COMMON STOCK2.98%
Sonic Healthcare Ltd. NPV2.97%
REIT - Real Estate Investment Trust2.87%
PUBLIC BANK BHD2.85%
CM BANK-H2.83%
COMMON STOCK2.80%
COMMON STOCK2.79%
CHINA RES GAS2.74%
NetEase Inc. SPON ADS EACH REP 25 ORD SH2.73%
QUALCOMM INC2.72%
NOVATEK MICROELECTRONICS COR /TWD/ 0.000000002.70%
TECH MAHINDRA LTD /INR/ 0.000000002.70%
BROADCOM INC2.65%
AFLAC INC2.58%
REIT - Real Estate Investment Trust2.58%
INNER MONGOLIA YILI INDUS-A /CNY/ 0.000000002.56%
Nien Made Enterprise Co Ltd. TWD102.49%
METCASH LTD /AUD/ 0.000000002.41%
CHINA OVERSEAS2.41%
BANK RAKYAT INDO2.39%
Largan Precision Company Ltd.2.34%
JB Hi-Fi Ltd. NPV2.33%
COMMON STOCK2.29%
Haier Smart Home Company Ltd.2.29%
HON HAI PRECISION INDUSTRY /TWD/ 0.000000002.18%
SHENZHOU INTL. GRP. HLDGS1.96%
CORPORATE TRAVEL0.53%
CAPITALAND ASCENDAS REIT0.00%

SOXY (Jan. 31, 2026)

SecurityWeight
FRST AM-GV OB-X8.22%
BROADCOM INC5.69%
ASML HOLDING-NY5.45%
US ULTRA BOND CBT Sep255.32%
LAM RESEARCH CORP4.85%
MICRON TECHNOLOGY INC4.26%
INTEL CORP4.04%
TEXAS INSTRUMENTS INC3.98%
QUALCOMM INC3.71%
TAIWAN SEMIC MFG CO LTD SP ADR3.71%
APPLIED MATERIALS INC3.71%
ANALOG DEVICES INC3.69%
ADV MICRO DEVICE3.56%
ACM RESEARCH INC-CLASS A3.55%
KLA CORP3.54%
MONOLITHIC POWER SYS INC3.41%
NXP SEMICONDUCTORS NV3.24%
MARVELL TECHNOLOGY INC3.22%
ARM HOLDINGS LTD3.21%
CADENCE DESIGN SYSTEMS INC3.15%
MICROCHIP TECHNOLOGY2.85%
SYNOPSYS INC2.60%
TERADYNE INC2.45%
LATTICE SEMICONDUCTOR CORP2.33%
ASE Technology Holding Company Ltd. ADR1.92%
United Microelectronics Corp. SPON ADS REP 5 ORD TWD101.79%
STMicroelectronics N.V. SPON ADR EACH REP 1 ORD SHS1.00%
ON SEMICONDUCTOR CORP0.96%
NVIDIA CORP0.58%

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