Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
3
Number of overlapping holdings
5.8%
% of XLY's 52 holdings also in ONLN
16.7%
% of ONLN's 20 holdings also in XLY
Overlap by Weight
Sector Drift (XLY minus ONLN)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in XLY |
Weight in ONLN |
Overlap | |
|---|---|---|---|---|
 |
AMAZON.COM INC | 24.9% | 23.9% | 23.9% |
|
EBAY INC | 0.7% | 8.6% | 0.7% |
|
ETSY, INC. | 0.2% | 3.8% | 0.2% |
Position Highlights (Non-Overlapping Exposures)
XLY Overweight Relative to ONLN
|
TESLA MOTORS INC | 12.7% |
|
HOME DEPOT INC | 9.4% |
|
MCDONALD'S CORP | 4.3% |
|
LOWE'S COS INC | 3.8% |
|
BOOKING HOLDINGS INC. | 3.7% |
|
TJX COMPANIES INC | 3.2% |
|
NIKE INC -CL B | 3.1% |
|
CHIPOTLE MEXICAN GRILL-CL A | 2.5% |
|
STARBUCKS CORP | 2.4% |
|
AIRBNB, INC. CLASS A | 1.8% |
XLY Underweight Relative to ONLN
 |
PINDUODUO, INC. SPONSORED ADR CLASS | -8.7% |
|
EBAY INC | -7.8% |
|
CARVANA CO. CLASS A | -7.5% |
|
REVOLVE GROUP, INC CLASS A | -5.5% |
|
OVERSTOCK.COM INC | -5.4% |
 |
COUPANG, INC. CLASS A | -5.2% |
|
WILLIAMS-SONOMA INC | -4.4% |
|
BUCKLE INC/THE | -4.1% |
 |
ALIBABA GROUP HOLDING LTD. SPONSORED | -4.0% |
|
WAYFAIR INC- CLASS A | -4.0% |