Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
28%
OVERLAP
BY WEIGHT
31
# OF OVERLAPPING
HOLDINGS
MCOW
80
HOLDINGS
39%
ALSO IN RFG
RFG
92
HOLDINGS
34%
ALSO IN MCOW
SECTOR DRIFT (MCOW minus RFG)
OVERLAPPING HOLDINGS
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| Company | Weight in MCOW |
Weight in RFG |
Overlap | |
|---|---|---|---|---|
 |
COMFORT SYSTEMS USA INC | 3.8% | 3.5% | 3.5% |
|
MEDPACE HOLDINGS, INC. | 3.5% | 1.7% | 1.7% |
|
EXELIXIS INC | 1.8% | 1.6% | 1.6% |
 |
RB GLOBAL | 1.7% | 1.2% | 1.2% |
|
CURTISS-WRIGHT CORP | 1.6% | 1.2% | 1.2% |
MCOW Overweight Relative to RFG
|
PURE STORAGE, INC. CLASS A | 5.0% |
|
DOCUSIGN, INC. | 3.5% |
|
MANHATTAN ASSOCIATES INC | 3.3% |
|
RAMBUS INC | 3.0% |
|
LATTICE SEMICONDUCTOR CORP | 2.4% |
|
GRACO INC | 2.2% |
|
DOXIMITY, INC. CLASS A | 2.1% |
|
DROPBOX, INC. CLASS A | 2.0% |
|
QUALYS INC | 1.9% |
|
MEDPACE HOLDINGS, INC. | 1.8% |
MCOW Underweight Relative to RFG
 |
ROIVANT SCIENCES LTD. | -2.9% |
|
HIMS & HERS HEALTH, INC. CLASS A | -2.8% |
|
CARPENTER TECHNOLOGY | -2.5% |
|
MASTEC INC | -1.8% |
|
ALLEGHENY TECHNOLOGIES INC | -1.5% |
 |
RENAISSANCERE HOLDINGS LTD | -1.5% |
|
HALOZYME THERAPEUTICS INC | -1.5% |
|
GUIDEWIRE SOFTWARE INC | -1.5% |
|
AAON INC | -1.5% |
|
CHART INDUSTRIES INC | -1.4% |