Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
14%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
CSMD
46
HOLDINGS
13%
ALSO IN ADDS
ADDS
38
HOLDINGS
16%
ALSO IN CSMD
SECTOR DRIFT (CSMD minus ADDS)
OVERLAPPING HOLDINGS
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| Company | Weight in CSMD |
Weight in ADDS |
Overlap | |
|---|---|---|---|---|
 |
CURTISS-WRIGHT CORP | 3.5% | 3.4% | 3.4% |
|
NVENT ELECTRIC PLC | 3.4% | 6.2% | 3.4% |
|
CARPENTER TECHNOLOGY | 3.2% | 4.1% | 3.2% |
|
SAMSARA, INC. CLASS A | 2.6% | 2.0% | 2.0% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | 1.3% | 1.0% | 1.0% |
CSMD Overweight Relative to ADDS
|
RUBRIK INC-A | 4.4% |
|
HALOZYME THERAPEUTICS INC | 3.6% |
|
REPLIGEN CORP | 3.4% |
|
VALMONT INDUSTRIES | 3.3% |
|
UFP TECHNOLOGIES INC | 3.0% |
|
MEDPACE HOLDINGS, INC. | 2.9% |
|
BJ'S WHOLESALE CLUB HOLDINGS, INC. | 2.6% |
|
RAMBUS INC | 2.6% |
|
LIGAND PHARMACEUTICALS-CL B | 2.5% |
|
NOVANTA INC | 2.5% |
CSMD Underweight Relative to ADDS
|
ILLUMINA INC | -13.3% |
|
TWILIO, INC. CLASS A | -10.6% |
 |
TECHNIPFMC PLC | -8.5% |
|
OKTA, INC. CLASS A | -7.0% |
|
ALLEGHENY TECHNOLOGIES INC | -5.8% |
|
CHENIERE ENERGY INC | -4.5% |
|
BLOOM ENERGY CORPORATION CLASS A | -4.4% |
|
MKS INSTRUMENTS INC | -4.0% |
|
MEDLINE INC-CL A | -3.5% |
|
MASTEC INC | -3.4% |