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
12%
OVERLAP
BY WEIGHT
24
# OF OVERLAPPING
HOLDINGS
MDYG
236
HOLDINGS
10%
ALSO IN SMCO
SMCO
63
HOLDINGS
39%
ALSO IN MDYG
SECTOR DRIFT (MDYG minus SMCO)
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 MDYG |
Weight in SMCO |
Overlap | |
|---|---|---|---|---|
 |
NVENT ELECTRIC PLC | 1.1% | 3.3% | 1.1% |
|
BWX TECHNOLOGIES, INC. | 1.1% | 2.0% | 1.1% |
|
BURLINGTON STORES INC | 1.1% | 1.7% | 1.1% |
|
CIENA CORP | 1.0% | 3.2% | 1.0% |
 |
RENAISSANCERE HOLDINGS LTD | 0.8% | 1.5% | 0.8% |
MDYG Overweight Relative to SMCO
|
COMFORT SYSTEMS USA INC | 2.0% |
|
PURE STORAGE, INC. CLASS A | 1.7% |
|
CURTISS-WRIGHT CORP | 1.3% |
|
UNITED THERAPEUTICS CORP | 1.2% |
|
TWILIO, INC. CLASS A | 1.2% |
|
NUTANIX, INC. CLASS A | 1.1% |
|
GUIDEWIRE SOFTWARE INC | 1.1% |
 |
TECHNIPFMC PLC | 1.1% |
|
CARPENTER TECHNOLOGY | 1.0% |
 |
FABRINET | 1.0% |
MDYG Underweight Relative to SMCO
|
DYCOM INDUSTRIES INC | -2.7% |
|
EQT CORP | -2.7% |
|
RADNET INC | -2.6% |
|
EMCOR GROUP INC | -2.3% |
|
TELEDYNE TECHNOLOGIES INC | -2.3% |
|
NVENT ELECTRIC PLC | -2.2% |
|
CIENA CORP | -2.2% |
|
KYNDRYL HOLDINGS INCORPORATION | -2.1% |
|
PRIMORIS SERVICES CORP | -2.1% |
|
IDACORP INC | -2.1% |