Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
20%
OVERLAP
BY WEIGHT
77
# OF OVERLAPPING
HOLDINGS
MDY
383
HOLDINGS
20%
ALSO IN MCOW
MCOW
79
HOLDINGS
97%
ALSO IN MDY
SECTOR DRIFT (MDY minus MCOW)
OVERLAPPING HOLDINGS
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| Company | Weight in MDY |
Weight in MCOW |
Overlap | |
|---|---|---|---|---|
 |
NVENT ELECTRIC PLC | 0.8% | 2.1% | 0.8% |
|
CURTISS-WRIGHT CORP | 0.8% | 2.3% | 0.8% |
|
PURE STORAGE, INC. CLASS A | 0.8% | 5.5% | 0.8% |
|
STERLING CONSTRUCTION CO | 0.8% | 4.4% | 0.8% |
|
LATTICE SEMICONDUCTOR CORP | 0.5% | 3.6% | 0.5% |
MDY Overweight Relative to MCOW
 |
FLEXTRONICS INTL LTD | 1.5% |
|
REGAL BELOIT CORP | 1.2% |
|
TWILIO, INC. CLASS A | 0.9% |
 |
TECHNIPFMC PLC | 0.9% |
 |
FABRINET | 0.8% |
|
MASTEC INC | 0.8% |
|
UNITED THERAPEUTICS CORP | 0.7% |
|
MA-COM TECHNOLOGY SOLUTIONS | 0.7% |
|
XPO LOGISTICS INC | 0.7% |
|
ILLUMINA INC | 0.7% |
MDY Underweight Relative to MCOW
|
PURE STORAGE, INC. CLASS A | -4.7% |
|
STERLING CONSTRUCTION CO | -3.6% |
|
LATTICE SEMICONDUCTOR CORP | -3.1% |
|
DOCUSIGN, INC. | -3.0% |
|
RAMBUS INC | -2.9% |
|
MEDPACE HOLDINGS, INC. | -2.4% |
|
MANHATTAN ASSOCIATES INC | -2.4% |
|
EXELIXIS INC | -2.2% |
|
NEUROCRINE BIOSCIENCES INC | -2.0% |
|
MUELLER INDUSTRIES INC | -2.0% |