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
19
# OF OVERLAPPING
HOLDINGS
MOTG
81
HOLDINGS
27%
ALSO IN SMOT
SMOT
116
HOLDINGS
17%
ALSO IN MOTG
SECTOR DRIFT (MOTG minus SMOT)
OVERLAPPING HOLDINGS
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| Company | Weight in MOTG |
Weight in SMOT |
Overlap | |
|---|---|---|---|---|
 |
DATADOG INC CLASS A | 1.5% | 1.8% | 1.5% |
|
ETSY, INC. | 2.3% | 1.5% | 1.5% |
 |
NXP SEMICONDUCTORS NV | 1.4% | 1.7% | 1.4% |
|
ZIMMER HOLDINGS INC | 1.7% | 1.1% | 1.1% |
|
MONDELEZ INTERNATIONAL INC-A | 1.1% | 1.4% | 1.1% |
MOTG Overweight Relative to SMOT
 |
TAIWAN SEMICONDUCTOR MANUFAC | 2.9% |
 |
AMBEV-SA | 2.4% |
 |
BAIDU, INC. CLASS A | 2.3% |
 |
ASX LTD | 2.3% |
|
NVIDIA CORP | 2.3% |
 |
BAE SYSTEMS PLC | 2.0% |
|
BRISTOL-MYERS SQUIBB CO | 2.0% |
|
ALIBABA GROUP HOLDING LTD. | 2.0% |
|
SPIRAX-SARCO ENGINEERING PLC | 1.9% |
 |
HENSOLDT AG | 1.9% |
MOTG Underweight Relative to SMOT
|
MARVELL TECHNOLOGY, INC. | -2.3% |
|
AKAMAI TECHNOLOGIES | -2.0% |
|
ALBEMARLE CORP | -1.7% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -1.7% |
|
SCHLUMBERGER LTD | -1.6% |
|
ROYALTY PHARMA PLC CLASS A | -1.5% |
|
DUPONT DE NEMOURS INC | -1.5% |
|
CORTEVA INC | -1.4% |
|
SBA COMMUNICATIONS CORP. CLASS A | -1.4% |
|
DEVON ENERGY CORPORATION | -1.4% |