Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
17%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
GRNJ
59
HOLDINGS
22%
ALSO IN JSMD
JSMD
122
HOLDINGS
12%
ALSO IN GRNJ
SECTOR DRIFT (GRNJ minus JSMD)
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 JSMD |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 2.7% | 2.7% | 2.7% |
|
COMFORT SYSTEMS USA INC | 2.2% | 4.5% | 2.2% |
 |
FABRINET | 2.1% | 1.9% | 1.9% |
|
STERLING CONSTRUCTION CO | 3.0% | 1.7% | 1.7% |
|
EXELIXIS INC | 1.7% | 1.4% | 1.4% |
GRNJ Overweight Relative to JSMD
 |
NEBIUS GROUP NV | 3.3% |
|
ON SEMICONDUCTOR CORPORATION | 2.4% |
|
SANMINA CORP | 2.3% |
|
IONQ, INC. | 2.3% |
|
RIOT BLOCKCHAIN INC | 2.2% |
|
HF SINCLAIR CORPORATION | 2.1% |
|
GALAXY DIGITAL INC-A | 2.0% |
|
INTEGRATED ELECTRICAL SERVIC | 2.0% |
|
LATTICE SEMICONDUCTOR CORP | 1.9% |
|
ECHOSTAR CORP-A | 1.8% |
GRNJ Underweight Relative to JSMD
|
JABIL CIRCUIT INC | -2.5% |
|
COMFORT SYSTEMS USA INC | -2.3% |
|
RYMAN HOSPITALITY PROPERTIES | -1.8% |
|
POWELL INDUSTRIES INC | -1.7% |
|
GRIFFON CORPORATION | -1.7% |
|
TAPESTRY, INC. | -1.6% |
|
EMCOR GROUP INC | -1.4% |
|
DIAMONDROCK HOSPITALITY CO | -1.4% |
|
BRINK'S CO/THE | -1.4% |
|
CHOICE HOTELS INTL INC | -1.4% |