Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
RFG
98
HOLDINGS
11%
ALSO IN ADDS
ADDS
38
HOLDINGS
26%
ALSO IN RFG
SECTOR DRIFT (RFG minus ADDS)
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 RFG |
Weight in ADDS |
Overlap | |
|---|---|---|---|---|
 |
CARPENTER TECHNOLOGY | 2.5% | 4.1% | 2.5% |
|
WOODWARD INC | 2.2% | 2.3% | 2.2% |
|
MASTEC INC | 2.1% | 3.4% | 2.1% |
 |
TECHNIPFMC PLC | 2.0% | 8.5% | 2.0% |
|
ALLEGHENY TECHNOLOGIES INC | 1.8% | 5.8% | 1.8% |
RFG Overweight Relative to ADDS
|
STERLING CONSTRUCTION CO | 3.3% |
|
DIGITALOCEAN HOLDINGS, INC. | 2.8% |
|
TTM TECHNOLOGIES | 2.6% |
|
ARROWHEAD PHARMACEUTICALS, INC. | 2.4% |
|
VICOR CORP | 2.3% |
|
RAMBUS INC | 2.1% |
|
HALOZYME THERAPEUTICS INC | 1.7% |
|
DYCOM INDUSTRIES INC | 1.7% |
|
INTERDIGITAL INC | 1.7% |
 |
FABRINET | 1.6% |
RFG Underweight Relative to ADDS
|
ILLUMINA INC | -13.3% |
|
TWILIO, INC. CLASS A | -9.1% |
|
TECHNIPFMC PLC | -6.6% |
|
OKTA, INC. CLASS A | -6.2% |
|
NVENT ELECTRIC PLC | -4.9% |
|
CHENIERE ENERGY INC | -4.5% |
|
BLOOM ENERGY CORPORATION CLASS A | -4.4% |
|
MKS INSTRUMENTS INC | -4.0% |
|
ALLEGHENY TECHNOLOGIES INC | -3.9% |
|
MEDLINE INC-CL A | -3.5% |