Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
18%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
ARWG
40
HOLDINGS
18%
ALSO IN FMTM
FMTM
30
HOLDINGS
23%
ALSO IN ARWG
SECTOR DRIFT (ARWG minus FMTM)
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 ARWG |
Weight in FMTM |
Overlap | |
|---|---|---|---|---|
 |
WESTERN DIGITAL CORP | 3.5% | 4.6% | 3.5% |
|
VIRTU FINANCIAL, INC. CLASS A | 3.0% | 4.0% | 3.0% |
|
MA-COM TECHNOLOGY SOLUTIONS | 2.5% | 3.2% | 2.5% |
|
NVENT ELECTRIC PLC | 2.4% | 3.4% | 2.4% |
|
WEST PHARMACEUTICAL SERVICES | 2.4% | 3.4% | 2.4% |
ARWG Overweight Relative to FMTM
|
SANDISK CORP | 3.3% |
|
MKS INSTRUMENTS INC | 3.2% |
|
LAM RESEARCH CORP | 3.2% |
|
RXO, INC. | 3.1% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 3.1% |
|
BLOCK INC. | 3.0% |
 |
SILICON MOTION TECHNOL-ADR | 2.9% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.8% |
|
STATE STREET CORP | 2.7% |
|
CEVA INC | 2.7% |
ARWG Underweight Relative to FMTM
|
CARPENTER TECHNOLOGY | -4.2% |
|
ASTERA LABS INC | -4.2% |
|
SYNNEX CORP | -3.8% |
|
ARROW ELECTRONICS INC | -3.5% |
|
MADISON SQUARE GARDEN CO. CLASS A | -3.4% |
|
UNITEDHEALTH GROUP INC | -3.4% |
|
FRANKLIN RESOURCES INC | -3.4% |
|
VERTIV HOLDINGS CO. CLASS A | -3.4% |
|
LATTICE SEMICONDUCTOR CORP | -3.4% |
|
LANDSTAR SYSTEM INC | -3.4% |