Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
16%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
MFMO
71
HOLDINGS
16%
ALSO IN GLRY
GLRY
34
HOLDINGS
33%
ALSO IN MFMO
SECTOR DRIFT (MFMO minus GLRY)
OVERLAPPING HOLDINGS
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| Company | Weight in MFMO |
Weight in GLRY |
Overlap | |
|---|---|---|---|---|
 |
BROADCOM INC. | 5.0% | 4.9% | 4.9% |
|
COMFORT SYSTEMS USA INC | 4.2% | 3.3% | 3.3% |
|
MONOLITHIC POWER SYSTEMS INC | 3.1% | 5.4% | 3.1% |
|
APPLOVIN CORP. CLASS A | 1.8% | 3.5% | 1.8% |
|
EMCOR GROUP INC | 0.8% | 4.6% | 0.8% |
MFMO Overweight Relative to GLRY
|
NVIDIA CORP | 5.2% |
|
GOLDMAN SACHS GROUP INC | 5.1% |
|
ALPHABET INC. CLASS C | 5.0% |
|
ADVANCED MICRO DEVICES | 4.8% |
|
LAM RESEARCH CORP | 4.2% |
|
CORNING INC | 4.1% |
|
COHERENT INC | 3.6% |
|
INTEL CORP | 3.6% |
|
PALO ALTO NETWORKS INC | 3.4% |
|
CUMMINS INC | 3.1% |
MFMO Underweight Relative to GLRY
|
KLA CORPORATION | -7.7% |
|
CURTISS-WRIGHT CORP | -4.9% |
|
AMPHENOL CORP-CL A | -4.9% |
|
BWX TECHNOLOGIES, INC. | -4.2% |
|
ACM RESEARCH, INC. CLASS A | -4.1% |
|
EMCOR GROUP INC | -3.8% |
|
UNITED THERAPEUTICS CORP | -3.5% |
|
FLOWSERVE CORP | -3.4% |
|
CASEY'S GENERAL STORES INC | -3.3% |
|
NRG ENERGY INC | -2.9% |