Are KLAC and LRCX correlated?

KLAC and LRCX have a 252-day pairwise correlation of 0.76 (tight). Values above 0.6 indicate the two stocks tend to move together as part of the same capital flow; below 0.4 they're largely independent.

Do KLAC and LRCX share any ETFs?

Yes - 1 ETFs hold both KLAC and LRCX, including SMH.

Which bubbles or themes do KLAC and LRCX share?

KLAC and LRCX share these AI-supercycle groupings: Semi Equipment / Litho (bubble).

Stock comparison

KLAC vs LRCX

KLA Corporation and Lam Research Corporation - both members of Semi Equipment / Litho.

KLACUS

KLA Corporation

Last close: $2411.64
Market cap: $304.8B
Sector: Information Technology
30d return: +24.6%
90d return: +48.2%
252d return: -

LRCXUS

Lam Research Corporation

Last close: $350.20
Market cap: $437.9B
Sector: Information Technology
30d return: +20.7%
90d return: +43.4%
252d return: -

252-day correlation

0.76tight

Pearson correlation of daily log-returns over the last 252 trading days. >0.6 = tight (move as one bloc); 0.4-0.6 = thematic linkage;<0.4 = largely independent. See the full matrix.

Shared context

Bubbles

Semi Equipment / Litho

ETFs (1)

SMH

Want the full picture? KLAC stock page · LRCX stock page · full correlation matrix

Data refreshes daily. Last close 2026-07-06.