Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
16%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
FMTM
30
HOLDINGS
17%
ALSO IN LOUP
LOUP
28
HOLDINGS
18%
ALSO IN FMTM
SECTOR DRIFT (FMTM minus LOUP)
OVERLAPPING HOLDINGS
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| Company | Weight in FMTM |
Weight in LOUP |
Overlap | |
|---|---|---|---|---|
 |
MARVELL TECHNOLOGY, INC. | 4.2% | 3.6% | 3.6% |
|
LAM RESEARCH CORP | 3.6% | 3.2% | 3.2% |
|
SNOWFLAKE, INC. CLASS A | 3.9% | 3.1% | 3.1% |
|
DATADOG INC CLASS A | 3.0% | 2.8% | 2.8% |
|
TWILIO, INC. CLASS A | 3.7% | 2.8% | 2.8% |
FMTM Overweight Relative to LOUP
|
MANPOWER INC | 3.8% |
|
ILLUMINA INC | 3.7% |
|
NETAPP INC | 3.7% |
|
PALO ALTO NETWORKS INC | 3.6% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.5% |
|
DELL TECHNOLOGIES INC CLASS C | 3.5% |
|
ASTERA LABS INC | 3.4% |
|
UNION PACIFIC CORP | 3.4% |
|
FRANKLIN RESOURCES INC | 3.3% |
|
STATE STREET CORP | 3.3% |
FMTM Underweight Relative to LOUP
 |
SILICON MOTION TECHNOL-ADR | -5.1% |
 |
MINIMAX GROUP INC | -4.9% |
 |
BE SEMICONDUCTOR INDUSTRIES | -4.4% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -4.4% |
|
CEREBRAS SYSTEMS INC - A | -3.9% |
|
UNITY SOFTWARE, INC. | -3.4% |
 |
CAMECO CORP | -3.3% |
|
AXON ENTERPRISE INC | -3.3% |
 |
NU HOLDINGS LTD. CLASS A | -3.3% |
|
RUBRIK INC-A | -3.2% |