Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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34

Number of overlapping holdings

34.3%

% of COWZ's 100 holdings also in SMRI

69.4%

% of SMRI's 50 holdings also in COWZ

Overlap by Weight
Sector Drift (COWZ minus SMRI)
Overlapping Holdings

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Company Weight
in COWZ
Weight
in SMRI
Overlap
APPLIED MATERIALS INC 2.0% 2.1% 2.0%
AMGEN INC 2.0% 2.1% 2.0%
EXXON MOBIL CORP 2.2% 2.0% 2.0%
QUALCOMM INC 2.0% 2.0% 2.0%
MERCK & CO. INC. 1.9% 2.0% 1.9%

Position Highlights (Non-Overlapping Exposures)
COWZ Overweight Relative to SMRI
AT&T INC 2.3%
BOOKING HOLDINGS INC. 2.2%
ALTRIA GROUP INC 2.2%
VERIZON COMMUNICATIONS INC 2.2%
UBER TECHNOLOGIES, INC. 2.2%
FORD MOTOR CO 2.2%
HCA HOLDINGS INC 2.1%
JOHNSON & JOHNSON 2.1%
LOWE'S COS INC 2.1%
SALESFORCE.COM INC 2.1%
COWZ Underweight Relative to SMRI
MOLINA HEALTHCARE INC -2.4%
HUMANA INC -2.4%
MCKESSON CORP -2.3%
CIGNA CORPORATION -2.3%
CARDINAL HEALTH INC -2.2%
JUNIPER NETWORKS INC -2.2%
EVEREST RE GROUP LTD -2.2%
ROYALTY PHARMA PLC CLASS A -2.1%
COMFORT SYSTEMS USA INC -2.1%
OWENS CORNING -2.1%
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