Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
37%
OVERLAP
BY WEIGHT
306
# OF OVERLAPPING
HOLDINGS
JHMM
669
HOLDINGS
48%
ALSO IN SMMD
SMMD
492
HOLDINGS
68%
ALSO IN JHMM
SECTOR DRIFT (JHMM minus SMMD)
OVERLAPPING HOLDINGS
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| Company | Weight in JHMM |
Weight in SMMD |
Overlap | |
|---|---|---|---|---|
 |
COMFORT SYSTEMS USA INC | 0.6% | 0.9% | 0.6% |
|
CIENA CORP | 0.6% | 1.0% | 0.6% |
 |
FLEXTRONICS INTL LTD | 0.5% | 0.6% | 0.5% |
|
EMCOR GROUP INC | 0.4% | 0.5% | 0.4% |
|
JABIL CIRCUIT INC | 0.4% | 0.5% | 0.4% |
JHMM Overweight Relative to SMMD
|
MONOLITHIC POWER SYSTEMS INC | 0.6% |
|
KEYSIGHT TECHNOLOGIES INC | 0.6% |
|
TARGA RESOURCES CORP | 0.5% |
|
ENTERGY CORP | 0.5% |
|
TERADYNE INC | 0.5% |
|
LUMENTUM HOLDINGS INC | 0.5% |
|
AMETEK INC | 0.5% |
|
EBAY INC | 0.4% |
|
HARTFORD FINANCIAL SVCS GRP | 0.4% |
|
FIFTH THIRD BANCORP | 0.4% |
JHMM Underweight Relative to SMMD
|
CIENA CORP | -0.4% |
|
COMFORT SYSTEMS USA INC | -0.2% |
|
ASTERA LABS INC | -0.2% |
|
INSMED INC | -0.2% |
|
REVOLUTION MEDICINES, INC. | -0.2% |
|
QXO INC | -0.2% |
|
AGNC INVESTMENT CORP. | -0.2% |
|
PURE STORAGE, INC. CLASS A | -0.1% |
|
SOFI TECHNOLOGIES INC | -0.1% |
|
FLEXTRONICS INTL LTD | -0.1% |