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
11%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
PDP
93
HOLDINGS
11%
ALSO IN SPIT
SPIT
46
HOLDINGS
22%
ALSO IN PDP
SECTOR DRIFT (PDP minus SPIT)
OVERLAPPING HOLDINGS
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| Company | Weight in PDP |
Weight in SPIT |
Overlap | |
|---|---|---|---|---|
 |
BROADCOM INC. | 2.8% | 2.3% | 2.3% |
|
INSMED INC | 1.5% | 1.8% | 1.5% |
|
MP MATERIALS CORP CLASS A | 1.4% | 1.5% | 1.4% |
|
KRATOS DEFENSE & SECURITY | 1.6% | 1.3% | 1.3% |
|
BLOOM ENERGY CORPORATION CLASS A | 1.1% | 1.9% | 1.1% |
PDP Overweight Relative to SPIT
|
APPLOVIN CORP. CLASS A | 3.2% |
|
MASTERCARD INCORPORATED CLASS A | 2.7% |
|
ROBINHOOD MARKETS, INC. CLASS A | 2.6% |
|
AMPHENOL CORP-CL A | 2.6% |
|
ROLLINS INC | 2.5% |
|
CADENCE DESIGN SYS INC | 2.4% |
|
COMFORT SYSTEMS USA INC | 2.3% |
|
MEDPACE HOLDINGS, INC. | 2.1% |
|
CARVANA CO. CLASS A | 2.0% |
 |
TRANE TECHNOLOGIES PLC | 1.9% |
PDP Underweight Relative to SPIT
|
TETRA TECHNOLOGIES INC | -4.7% |
|
AMAZON.COM INC | -3.8% |
|
GUARDANT HEALTH, INC. | -3.1% |
|
SOLARIS OILFIELD INFRASTRUCTURE, INC | -3.1% |
|
CARDINAL INFRASTRUCTURE GR-A | -3.0% |
|
MODINE MANUFACTURING CO | -2.9% |
|
EL PASO ELECTRIC CO | -2.8% |
 |
LIVANOVA PLC | -2.7% |
|
ARLO TECHNOLOGIES, INC. | -2.5% |
|
CORCEPT THERAPEUTICS INC | -2.4% |