Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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49
Number of overlapping holdings
20.4%
% of MDYG's 240 holdings also in JSMD
19.8%
% of JSMD's 255 holdings also in MDYG
Overlap by Weight
Sector Drift (MDYG minus JSMD)
Overlapping Holdings
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Company | Weight in MDYG |
Weight in JSMD |
Overlap | |
---|---|---|---|---|
SAIA INC | 1.0% | 1.5% | 1.0% | |
SHOCKWAVE MEDICAL, INC. | 0.9% | 3.2% | 0.9% | |
ADVANCED DRAINAGE SYSTEMS INC | 0.8% | 1.3% | 0.8% | |
COMFORT SYSTEMS USA INC | 0.8% | 1.1% | 0.8% | |
KINSALE CAPITAL GROUP, INC. | 0.7% | 1.0% | 0.7% |
Position Highlights (Non-Overlapping Exposures)
MDYG Overweight Relative to JSMD
VISTRA ENERGY CORP. | 1.7% | |
RELIANCE STEEL & ALUMINUM | 1.4% | |
CARLISLE COS INC | 1.3% | |
GODADDY, INC. CLASS A | 1.3% | |
EMCOR GROUP INC | 1.2% | |
GRACO INC | 1.1% | |
PURE STORAGE, INC. CLASS A | 1.1% | |
LENNOX INTERNATIONAL INC | 1.1% | |
OWENS CORNING | 1.1% | |
MANHATTAN ASSOCIATES INC | 1.0% |
MDYG Underweight Relative to JSMD
CHARLES RIVER LABORATORIES | -3.5% | |
MEDPACE HOLDINGS, INC. | -3.2% | |
REPLIGEN CORP | -2.6% | |
SHOCKWAVE MEDICAL, INC. | -2.3% | |
ENSIGN GROUP INC/THE | -2.3% | |
WESTLAKE CHEMICAL CORP | -2.3% | |
ROLLINS INC | -2.1% | |
AMKOR TECHNOLOGY INC | -2.1% | |
FABRINET | -2.0% | |
NANOMETRICS INC | -1.8% |