Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
18%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
JSMD
119
HOLDINGS
15%
ALSO IN GRNJ
GRNJ
61
HOLDINGS
26%
ALSO IN JSMD
SECTOR DRIFT (JSMD minus GRNJ)
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 JSMD |
Weight in GRNJ |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 2.8% | 1.8% | 1.8% |
|
STERLING CONSTRUCTION CO | 2.5% | 1.8% | 1.8% |
|
COMFORT SYSTEMS USA INC | 3.5% | 1.7% | 1.7% |
|
EXELIXIS INC | 1.6% | 1.7% | 1.6% |
 |
FABRINET | 1.4% | 1.4% | 1.4% |
JSMD Overweight Relative to GRNJ
|
JABIL CIRCUIT INC | 2.4% |
|
ASTERA LABS INC | 2.3% |
|
RYMAN HOSPITALITY PROPERTIES | 1.9% |
|
COMFORT SYSTEMS USA INC | 1.8% |
|
POWELL INDUSTRIES INC | 1.7% |
|
COMMVAULT SYSTEMS INC | 1.7% |
|
PIPER SANDLER COS | 1.6% |
|
GRIFFON CORPORATION | 1.5% |
|
TAPESTRY, INC. | 1.5% |
|
GEN DIGITAL INC | 1.4% |
JSMD Underweight Relative to GRNJ
 |
NEBIUS GROUP NV | -2.3% |
|
CARPENTER TECHNOLOGY | -2.1% |
|
SANCHEZ ENERGY CORP | -2.0% |
|
GALAXY DIGITAL INC-A | -1.9% |
|
TTM TECHNOLOGIES | -1.9% |
|
TALEN ENERGY CORP | -1.9% |
|
REDDIT INC-CL A | -1.9% |
|
NATERA INC | -1.9% |
|
MONGODB, INC. CLASS A | -1.9% |
|
SOFI TECHNOLOGIES INC | -1.8% |