Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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378
Number of overlapping holdings
97.4%
% of IJH's 406 holdings also in SMDY
95.5%
% of SMDY's 402 holdings also in IJH
Overlap by Weight
Sector Drift (IJH minus SMDY)
Overlapping Holdings
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| Company | Weight in IJH |
Weight in SMDY |
Overlap | |
|---|---|---|---|---|
 |
GODADDY, INC. CLASS A | 0.7% | 0.8% | 0.7% |
|
NEUROCRINE BIOSCIENCES INC | 0.5% | 0.7% | 0.5% |
|
INTERACTIVE BROKERS GRO-CL A | 0.5% | 0.5% | 0.5% |
|
TOLL BROTHERS INC | 0.5% | 0.5% | 0.5% |
|
UNITED THERAPEUTICS CORP | 0.4% | 0.6% | 0.4% |
Position Highlights (Non-Overlapping Exposures)
IJH Overweight Relative to SMDY
|
CARLISLE COS INC | 0.6% |
|
VISTRA ENERGY CORP. | 0.6% |
|
RELIANCE STEEL & ALUMINUM | 0.5% |
|
GRACO INC | 0.5% |
|
OWENS CORNING | 0.5% |
|
WILLIAMS-SONOMA INC | 0.5% |
|
RPM INTERNATIONAL INC | 0.4% |
|
AMERICAN HOMES 4 RENT- A | 0.4% |
|
PURE STORAGE, INC. CLASS A | 0.4% |
|
OVINTIV INC | 0.4% |
IJH Underweight Relative to SMDY
|
SCOTTS MIRACLE-GRO CO-CL A | -1.7% |
|
COTY INC-CL A | -1.6% |
|
SUPER MICRO COMPUTER, INC. | -1.2% |
|
ARROWHEAD PHARMACEUTICALS, INC. | -0.8% |
|
AMKOR TECHNOLOGY INC | -0.7% |
|
DOXIMITY, INC. CLASS A | -0.7% |
|
J2 GLOBAL COMMUNICATIONS INC | -0.7% |
|
SCIENTIFIC GAMES CORP-A | -0.6% |
|
CABLE ONE INC | -0.6% |
|
FRONTIER COMMUNICATIONS PARENT, INC. | -0.6% |