SEMI vs SPGM: holdings overlap, shared companies and scores
As of October 9, 2026, SEMI and SPGM overlap 28.2% by weight. Columbia Select Technology ETF (SEMI): Technology and tech-related companies. State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM): Total global equity market.
Updated October 9, 2026
Where SPGM trades against its own history
SPGM trades at 20.4 times earnings, against its own median of 19.8, and is more expensive than 56% of its own 86 monthly readings since 2019.
What moved SEMI this week
SEMI fell 1.0% in the week to October 9, 2026. The holdings that moved it most were Lam Research (−8.2%), Micron Technology (−4.3%) and Nvidia (−2.0%); Microsoft (+3.4%) pushed the other way.
What do SEMI and SPGM each hold?
What's inside SEMI: Tech 87%, Semiconductors 54%.
64% of SEMI is its ten largest holdings.
What's inside SPGM: Tech 35%, Magnificent 7 20%.
23% of SPGM is its ten largest holdings.
How much do SEMI and SPGM overlap? 28.2% by weight
As of October 9, 2026, SEMI and SPGM overlap 28.2% by weight.
98% of SEMI is already inside SPGM.
28% of SPGM is already inside SEMI.
SEMI holds 36 companies and SPGM holds 2,869; 35 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score SEMI and SPGM? 8.0 and 6.3 out of 10
As of October 9, 2026, ETF Copilot scores SEMI 8.0 out of 10 and SPGM 6.3 out of 10.
They differ most on Risk: SEMI 1.3 and SPGM 6.8.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | SEMI | SPGM |
|---|---|---|
| Growth | 9.8 | 6.4 |
| Value | 8.9 | 3.5 |
| Risk | 1.3 | 6.8 |
| Quality | 10.0 | 7.1 |
| Return | 9.0 | 7.0 |
SPGM is the cheaper of the two at 0.09% a year
As of October 9, 2026, SEMI charges 0.75% a year, yields 3.41% and holds $46M in assets across 36 positions.
As of October 9, 2026, SPGM charges 0.09% a year, yields 1.77% and holds $1.8B in assets across 2869 positions.
| Measure | SEMI | SPGM |
|---|---|---|
| Expense ratio | 0.75% | 0.09% |
| Dividend yield | 3.41% | 1.77% |
| Assets under management | $46M | $1.8B |
| Holdings | 36 | 2869 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “SEMI vs SPGM holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/semi-vs-spgm
- Columbia Select Technology ETF (SEMI)
- State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM)
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