Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
51%
OVERLAP
BY WEIGHT
20
# OF OVERLAPPING
HOLDINGS
CUT
59
HOLDINGS
43%
ALSO IN WOOD
WOOD
25
HOLDINGS
87%
ALSO IN CUT
SECTOR DRIFT (CUT minus WOOD)
OVERLAPPING HOLDINGS
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| Company | Weight in CUT |
Weight in WOOD |
Overlap | |
|---|---|---|---|---|
 |
SVENSKA CELLULOSA AB-B SHS | 5.8% | 5.7% | 5.7% |
 |
SUZANO PAPEL E CELULOSE SA | 4.9% | 9.0% | 4.9% |
 |
RAYONIER INC | 4.5% | 4.5% | 4.5% |
 |
SMURFIT WESTROCK PLC | 4.7% | 4.4% | 4.4% |
|
WEYERHAEUSER CO | 4.4% | 8.3% | 4.4% |
CUT Overweight Relative to WOOD
|
PACKAGING CORP OF AMERICA | 5.4% |
|
AVERY DENNISON CORP | 5.2% |
|
INTERNATIONAL PAPER CO | 4.7% |
 |
SIG COMBIBLOC GROUP LTD | 4.3% |
|
SONOCO PRODUCTS CO | 4.2% |
 |
HUHTAMAKI OYJ | 2.4% |
|
GRAPHIC PACKAGING HOLDING CO | 2.3% |
 |
STELLA-JONES INC | 1.9% |
 |
RENGO CO LTD | 1.6% |
|
STORA ENSO OYJ-R SHS | 1.0% |
CUT Underweight Relative to WOOD
|
SUMITOMO FORESTRY CO LTD | -4.4% |
|
KLABIN SA - UNIT | -4.1% |
|
SUZANO PAPEL E CELULOSE SA | -4.0% |
|
WEYERHAEUSER CO | -4.0% |
 |
NINE DRAGONS PAPER HOLDINGS | -3.9% |
|
NIPPON PAPER INDUSTRIES CO L | -3.6% |
|
SYLVAMO CORPORATION | -3.4% |
 |
SCG PACKAGING PUBLIC CO., LTD. NVDR | -3.0% |
|
HOLMEN AB-B SHARES | -2.8% |
|
WEST FRASER TIMBER CO LTD | -2.0% |