Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
24%
OVERLAP
BY WEIGHT
24
# OF OVERLAPPING
HOLDINGS
JSMD
108
HOLDINGS
10%
ALSO IN MCOW
MCOW
80
HOLDINGS
30%
ALSO IN JSMD
SECTOR DRIFT (JSMD minus MCOW)
OVERLAPPING HOLDINGS
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| Company | Weight in JSMD |
Weight in MCOW |
Overlap | |
|---|---|---|---|---|
 |
MEDPACE HOLDINGS, INC. | 3.8% | 3.8% | 3.8% |
|
DOXIMITY, INC. CLASS A | 2.2% | 3.1% | 2.2% |
|
COMFORT SYSTEMS USA INC | 2.1% | 4.5% | 2.1% |
|
NEUROCRINE BIOSCIENCES INC | 3.7% | 1.9% | 1.9% |
|
LATTICE SEMICONDUCTOR CORP | 1.6% | 2.5% | 1.6% |
JSMD Overweight Relative to MCOW
|
INCYTE CORP | 4.0% |
|
HEICO CORP | 3.2% |
|
BENTLEY SYSTEMS, INCORPORATED CLASS | 2.7% |
|
ENSIGN GROUP INC/THE | 2.5% |
|
HALOZYME THERAPEUTICS INC | 2.4% |
 |
FABRINET | 2.3% |
|
CHARLES RIVER LABORATORIES | 2.1% |
|
CORCEPT THERAPEUTICS INC | 1.8% |
|
NEUROCRINE BIOSCIENCES INC | 1.7% |
|
EPAM SYSTEMS INC | 1.7% |
JSMD Underweight Relative to MCOW
|
PURE STORAGE, INC. CLASS A | -5.4% |
|
DOCUSIGN, INC. | -4.6% |
|
MANHATTAN ASSOCIATES INC | -3.4% |
|
RAMBUS INC | -3.2% |
|
COMFORT SYSTEMS USA INC | -2.4% |
|
GRACO INC | -2.2% |
|
COMMVAULT SYSTEMS INC | -1.9% |
|
CURTISS-WRIGHT CORP | -1.8% |
|
DT MIDSTREAM, INC. | -1.8% |
|
EXELIXIS INC | -1.7% |