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
39%
OVERLAP
BY WEIGHT
374
# OF OVERLAPPING
HOLDINGS
JMEE
661
HOLDINGS
59%
ALSO IN SMLF
SMLF
907
HOLDINGS
45%
ALSO IN JMEE
SECTOR DRIFT (JMEE minus SMLF)
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 JMEE |
Weight in SMLF |
Overlap | |
|---|---|---|---|---|
 |
FLEXTRONICS INTL LTD | 0.9% | 0.8% | 0.8% |
 |
NVENT ELECTRIC PLC | 0.7% | 0.8% | 0.7% |
|
RELIANCE STEEL & ALUMINUM | 0.5% | 0.6% | 0.5% |
|
STERLING CONSTRUCTION CO | 0.4% | 0.5% | 0.4% |
|
CURTISS-WRIGHT CORP | 0.7% | 0.4% | 0.4% |
JMEE Overweight Relative to SMLF
|
TWILIO, INC. CLASS A | 0.7% |
|
MASTEC INC | 0.6% |
|
REGAL BELOIT CORP | 0.6% |
 |
TECHNIPFMC PLC | 0.6% |
|
OKTA, INC. CLASS A | 0.5% |
|
DIGITALOCEAN HOLDINGS, INC. | 0.5% |
|
RBC BEARINGS INC | 0.5% |
|
MKS INSTRUMENTS INC | 0.4% |
|
TTM TECHNOLOGIES | 0.4% |
|
BURLINGTON STORES INC | 0.4% |
JMEE Underweight Relative to SMLF
|
EMCOR GROUP INC | -0.9% |
|
INTERACTIVE BROKERS GRO-CL A | -0.9% |
|
JABIL CIRCUIT INC | -0.7% |
|
ASTERA LABS INC | -0.7% |
|
TAPESTRY, INC. | -0.6% |
|
NATERA INC | -0.6% |
|
WILLIAMS-SONOMA INC | -0.6% |
 |
POPULAR INC | -0.5% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -0.5% |
|
AXSOME THERAPEUTICS, INC. | -0.5% |