Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
15%
OVERLAP
BY WEIGHT
17
# OF OVERLAPPING
HOLDINGS
JSMD
108
HOLDINGS
7%
ALSO IN CSMD
CSMD
41
HOLDINGS
41%
ALSO IN JSMD
SECTOR DRIFT (JSMD minus CSMD)
OVERLAPPING HOLDINGS
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| Company | Weight in JSMD |
Weight in CSMD |
Overlap | |
|---|---|---|---|---|
 |
MEDPACE HOLDINGS, INC. | 3.8% | 3.0% | 3.0% |
|
HALOZYME THERAPEUTICS INC | 2.4% | 2.6% | 2.4% |
|
COMFORT SYSTEMS USA INC | 2.1% | 6.3% | 2.1% |
|
LINCOLN ELECTRIC HOLDINGS | 1.1% | 2.0% | 1.1% |
|
BADGER METER INC | 0.9% | 1.6% | 0.9% |
JSMD Overweight Relative to CSMD
|
INCYTE CORP | 4.0% |
|
NEUROCRINE BIOSCIENCES INC | 3.7% |
|
HEICO CORP | 3.2% |
|
BENTLEY SYSTEMS, INCORPORATED CLASS | 2.7% |
|
ENSIGN GROUP INC/THE | 2.5% |
 |
FABRINET | 2.3% |
|
DOXIMITY, INC. CLASS A | 2.2% |
|
CHARLES RIVER LABORATORIES | 2.1% |
|
CORCEPT THERAPEUTICS INC | 1.8% |
|
EPAM SYSTEMS INC | 1.7% |
JSMD Underweight Relative to CSMD
|
CURTISS-WRIGHT CORP | -5.1% |
|
CYBERARK SOFTWARE LTD. | -4.7% |
|
STERLING CONSTRUCTION CO | -4.4% |
|
COMFORT SYSTEMS USA INC | -4.2% |
|
NVENT ELECTRIC PLC | -3.6% |
|
VALMONT INDUSTRIES | -3.0% |
|
RAMBUS INC | -3.0% |
|
INSULET CORP | -3.0% |
|
TRACTOR SUPPLY COMPANY | -2.8% |
|
PTC INC. | -2.7% |