Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
10%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
MDEV
54
HOLDINGS
10%
ALSO IN TMFM
TMFM
32
HOLDINGS
16%
ALSO IN MDEV
SECTOR DRIFT (MDEV minus TMFM)
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 MDEV |
Weight in TMFM |
Overlap | |
|---|---|---|---|---|
 |
PENUMBRA, INC. | 2.3% | 3.5% | 2.3% |
|
WATERS CORP | 2.2% | 3.4% | 2.2% |
|
DEXCOM INC | 1.9% | 4.2% | 1.9% |
|
WEST PHARMACEUTICAL SERVICES | 1.9% | 3.5% | 1.9% |
|
COOPER COS INC/THE | 2.3% | 1.8% | 1.8% |
MDEV Overweight Relative to TMFM
|
EXACT SCIENCES CORP | 3.3% |
|
GLOBUS MEDICAL INC - A | 2.9% |
|
ALIGN TECHNOLOGY INC | 2.5% |
|
INTUITIVE SURGICAL INC | 2.4% |
|
GE HEALTHCARE TECHNOLOGIES INC. | 2.2% |
|
PERKINELMER INC | 2.1% |
 |
HOYA CORP | 2.1% |
|
EDWARDS LIFESCIENCES CORP | 2.1% |
|
DANAHER CORP | 2.1% |
 |
SARTORIUS STEDIM BIOTECH SA | 2.1% |
MDEV Underweight Relative to TMFM
|
STONEX GROUP INC | -8.5% |
|
BROADRIDGE FINANCIAL SOLUTIO | -5.2% |
|
QXO INC | -5.0% |
|
HEALTHEQUITY INC | -4.9% |
|
TOAST, INC. CLASS A | -4.5% |
|
GUIDEWIRE SOFTWARE INC | -4.5% |
|
GOOSEHEAD INSURANCE, INC. CLASS A | -4.4% |
|
GXO LOGISTICS INC | -4.3% |
|
BROWN & BROWN INC | -4.3% |
|
SBA COMMUNICATIONS CORP. CLASS A | -3.8% |