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
FMTM
30
HOLDINGS
23%
ALSO IN ARWG
ARWG
40
HOLDINGS
18%
ALSO IN FMTM
SECTOR DRIFT (FMTM minus ARWG)
OVERLAPPING HOLDINGS
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| Company | Weight in FMTM |
Weight in ARWG |
Overlap | |
|---|---|---|---|---|
 |
WESTERN DIGITAL CORP | 4.6% | 3.5% | 3.5% |
|
VIRTU FINANCIAL, INC. CLASS A | 4.0% | 3.0% | 3.0% |
|
MA-COM TECHNOLOGY SOLUTIONS | 3.2% | 2.5% | 2.5% |
|
NVENT ELECTRIC PLC | 3.4% | 2.4% | 2.4% |
|
WEST PHARMACEUTICAL SERVICES | 3.4% | 2.4% | 2.4% |
FMTM Overweight Relative to ARWG
|
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% |
FMTM Underweight Relative to ARWG
|
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% |