Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
35%
OVERLAP
BY WEIGHT
79
# OF OVERLAPPING
HOLDINGS
RFG
92
HOLDINGS
86%
ALSO IN MDYG
MDYG
228
HOLDINGS
35%
ALSO IN RFG
SECTOR DRIFT (RFG minus MDYG)
OVERLAPPING HOLDINGS
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| Company | Weight in RFG |
Weight in MDYG |
Overlap | |
|---|---|---|---|---|
 |
ALLEGHENY TECHNOLOGIES INC | 1.5% | 1.2% | 1.2% |
|
CURTISS-WRIGHT CORP | 1.2% | 1.5% | 1.2% |
|
UNITED THERAPEUTICS CORP | 1.3% | 1.1% | 1.1% |
|
CARPENTER TECHNOLOGY | 2.5% | 1.1% | 1.1% |
|
BWX TECHNOLOGIES, INC. | 1.1% | 1.1% | 1.1% |
RFG Overweight Relative to MDYG
|
COMFORT SYSTEMS USA INC | 3.5% |
|
HIMS & HERS HEALTH, INC. CLASS A | 2.6% |
 |
ROIVANT SCIENCES LTD. | 2.5% |
|
CARPENTER TECHNOLOGY | 1.4% |
 |
RB GLOBAL | 1.2% |
|
TOLL BROTHERS INC | 1.2% |
|
SHIFT4 PAYMENTS, INC. CLASS A | 1.1% |
 |
RENAISSANCERE HOLDINGS LTD | 1.1% |
|
MEDPACE HOLDINGS, INC. | 1.1% |
|
AAON INC | 1.1% |
RFG Underweight Relative to MDYG
|
CASEY'S GENERAL STORES INC | -1.4% |
|
XPO LOGISTICS INC | -1.4% |
 |
FLEXTRONICS INTL LTD | -1.4% |
|
PURE STORAGE, INC. CLASS A | -1.3% |
|
ROYAL GOLD INC | -1.3% |
|
TENET HEALTHCARE CORP | -1.1% |
|
ITT, INC. | -1.0% |
|
API GROUP CORPORATION | -0.9% |
|
KRATOS DEFENSE & SECURITY | -0.9% |
|
HECLA MINING CO | -0.9% |