Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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3
Number of overlapping holdings
16.7%
% of ONLN's 20 holdings also in XLY
5.8%
% of XLY's 52 holdings also in ONLN
Overlap by Weight
Sector Drift (ONLN minus XLY)
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 ONLN |
Weight in XLY |
Overlap | |
|---|---|---|---|---|
 |
AMAZON.COM INC | 23.9% | 24.3% | 23.9% |
|
EBAY INC | 8.6% | 0.8% | 0.8% |
|
ETSY, INC. | 3.8% | 0.2% | 0.2% |
Position Highlights (Non-Overlapping Exposures)
ONLN Overweight Relative to XLY
 |
PINDUODUO, INC. SPONSORED ADR CLASS | 8.7% |
|
EBAY INC | 7.8% |
|
CARVANA CO. CLASS A | 7.5% |
|
REVOLVE GROUP, INC CLASS A | 5.5% |
|
OVERSTOCK.COM INC | 5.4% |
 |
COUPANG, INC. CLASS A | 5.2% |
|
WILLIAMS-SONOMA INC | 4.4% |
|
BUCKLE INC/THE | 4.1% |
 |
ALIBABA GROUP HOLDING LTD. SPONSORED | 4.0% |
|
WAYFAIR INC- CLASS A | 4.0% |
ONLN Underweight Relative to XLY
|
TESLA MOTORS INC | -11.7% |
|
HOME DEPOT INC | -9.6% |
|
MCDONALD'S CORP | -4.4% |
|
LOWE'S COS INC | -3.9% |
|
BOOKING HOLDINGS INC. | -3.5% |
|
NIKE INC -CL B | -3.4% |
|
TJX COMPANIES INC | -3.1% |
|
STARBUCKS CORP | -2.9% |
|
CHIPOTLE MEXICAN GRILL-CL A | -2.3% |
|
AIRBNB, INC. CLASS A | -2.0% |