Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
12%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
GRNJ
59
HOLDINGS
12%
ALSO IN CSMD
CSMD
42
HOLDINGS
16%
ALSO IN GRNJ
SECTOR DRIFT (GRNJ minus CSMD)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in GRNJ |
Weight in CSMD |
Overlap | |
|---|---|---|---|---|
 |
STERLING CONSTRUCTION CO | 3.0% | 5.3% | 3.0% |
|
COMFORT SYSTEMS USA INC | 2.2% | 4.6% | 2.2% |
|
VALMONT INDUSTRIES | 1.7% | 3.7% | 1.7% |
|
CARPENTER TECHNOLOGY | 1.6% | 2.8% | 1.6% |
|
CURTISS-WRIGHT CORP | 1.5% | 4.2% | 1.5% |
GRNJ Overweight Relative to CSMD
 |
NEBIUS GROUP NV | 3.3% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.7% |
|
LUMENTUM HOLDINGS INC | 2.4% |
|
ON SEMICONDUCTOR CORPORATION | 2.4% |
|
SANMINA CORP | 2.3% |
|
IONQ, INC. | 2.3% |
|
RIOT BLOCKCHAIN INC | 2.2% |
 |
FABRINET | 2.1% |
|
HF SINCLAIR CORPORATION | 2.1% |
|
GALAXY DIGITAL INC-A | 2.0% |
GRNJ Underweight Relative to CSMD
|
NVENT ELECTRIC PLC | -5.5% |
|
RAMBUS INC | -3.8% |
|
RUBRIK INC-A | -3.0% |
|
BJ'S WHOLESALE CLUB HOLDINGS, INC. | -2.8% |
|
NOVANTA INC | -2.7% |
|
PENUMBRA, INC. | -2.7% |
|
CURTISS-WRIGHT CORP | -2.7% |
|
COMFORT SYSTEMS USA INC | -2.4% |
|
ENTEGRIS INC | -2.3% |
|
AFFIRM HOLDINGS, INC. CLASS A | -2.3% |