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RYELX vs SMPIX

Shared holdings
32
RYELX covered by SMPIX
45.09%
SMPIX covered by RYELX
45.09%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; ● = held by both — hover a shared position to highlight it in both columns.

RYELX (March 31, 2026)

SecurityWeight
NVIDIA CORP14.45%●
BROADCOM INC8.46%●
ADV MICRO DEVICE4.33%●
MICRON TECHNOLOGY INC4.17%●
APPLIED MATERIALS INC3.89%●
LAM RESEARCH CORP3.88%●
KLA CORP3.34%●
TEXAS INSTRUMENTS INC3.17%●
INTEL CORP3.15%●
ANALOG DEVICES INC2.98%●
QUALCOMM INC2.71%●
MARVELL TECHNOLOGY INC2.31%●
MONOLITHIC POWER SYS INC1.73%●
TERADYNE INC1.64%●
ASML HOLDING-NY1.56%
TAIWAN SEMIC MFG CO LTD SP ADR1.53%
NXP SEMICONDUCTORS NV1.48%
ARM HOLDINGS LTD1.41%
MICROCHIP TECHNOLOGY1.40%●
TOWER SEMICONDCT1.20%
ON SEMICONDUCTOR CORP1.19%●
ZAR/USD FORWARD1.19%
QNITY ELECTRONICS INC1.17%●
SOLAREDGE TECHNOLOGIES INC1.16%
ZAR/USD FORWARD1.08%
FIRST SOLAR INC1.04%
ENTEGRIS INC1.03%●
MKS INSTRUMENTS INC0.96%●
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC0.92%●
ASTERA LABS INC0.91%●
NOVA LTD0.88%
LATTICE SEMICONDUCTOR CORP0.87%●
CREDO TECHNOLOGY GROUP HOLDING LTD0.85%
STMicroelectronics N.V. SPON ADR EACH REP 1 ORD SHS0.83%
ASE Technology Holding Company Ltd. ADR0.81%
KULICKE and SOFFA INDUSTRIES INC0.79%
ONTO INNOVATION INC0.79%●
United Microelectronics Corp. SPON ADS REP 5 ORD TWD100.74%
RAMBUS INC0.70%●
FORMFACTOR INC0.67%
CIRRUS LOGIC INC0.66%●
SITIME CORP0.66%
SKYWORKS SOLUTIONS INC0.64%●
SILICON LABS0.60%●
SEMTECH CORP0.60%
AMKOR TECHNOLOGY INC0.59%●
CAMTEK LTD0.59%
CANADIAN SOLAR I0.58%
QORVO INC0.58%●
GLOBALFOUNDRIES INC0.53%

SMPIX (April 30, 2026)

SecurityWeight
US ULTRA BOND CBT Sep2536.15%
NVIDIA CORP29.13%●
BROADCOM INC11.89%●
MICRON TECHNOLOGY INC3.50%●
ADV MICRO DEVICE3.47%●
INTEL CORP2.67%●
LAM RESEARCH CORP1.93%●
APPLIED MATERIALS INC1.88%●
TEXAS INSTRUMENTS INC1.53%●
KLA CORP1.38%●
ANALOG DEVICES INC1.18%●
QUALCOMM INC1.15%●
MARVELL TECHNOLOGY INC0.87%●
MONOLITHIC POWER SYS INC0.47%●
NXP SEMICONDUCTO0.44%
TERADYNE INC0.32%●
MICROCHIP TECHNOLOGY0.30%●
ON SEMICONDUCTOR CORP0.24%●
QNITY ELECTRONICS INC0.18%●
CREDO TECHNOLOGY0.17%
ASTERA LABS INC0.16%●
ENTEGRIS INC0.13%●
MKS INSTRUMENTS INC0.11%●
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC0.11%●
LATTICE SEMICONDUCTOR CORP0.10%●
ONTO INNOVATION INC0.09%●
RAMBUS INC0.07%●
SKYWORKS SOLUTIONS INC0.06%●
CIRRUS LOGIC INC0.05%●
QORVO INC0.05%●
AMKOR TECHNOLOGY INC0.05%●
SILICON LABS0.04%●
Globalfoundries Inc ORDINARY SHARES0.04%
ALLEGRO MICROSYSTEMS INC0.04%●
ENPHASE ENERGY INC0.03%●
UNIVERSAL DISPLAY CORP0.02%●

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