Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
36%
OVERLAP
BY WEIGHT
76
# OF OVERLAPPING
HOLDINGS
ROUS
323
HOLDINGS
24%
ALSO IN ROE
ROE
100
HOLDINGS
76%
ALSO IN ROUS
SECTOR DRIFT (ROUS minus ROE)
OVERLAPPING HOLDINGS
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| Company | Weight in ROUS |
Weight in ROE |
Overlap | |
|---|---|---|---|---|
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 1.3% | 1.7% | 1.3% |
 |
ALPHABET INC. CLASS A | 1.6% | 1.2% | 1.2% |
|
CISCO SYSTEMS INC | 1.1% | 1.1% | 1.1% |
|
WESTERN DIGITAL CORP | 1.0% | 1.4% | 1.0% |
|
VERIZON COMMUNICATIONS INC | 1.0% | 1.0% | 1.0% |
ROUS Overweight Relative to ROE
|
CIENA CORP | 1.1% |
|
MERCK & CO. INC. | 0.9% |
|
ELECTRONIC ARTS INC | 0.9% |
|
MURPHY USA, INC. | 0.9% |
|
NEW YORK TIMES CO -CL A | 0.9% |
|
MACY'S INC | 0.8% |
|
GILEAD SCIENCES INC | 0.8% |
|
VERISIGN INC | 0.8% |
|
INTL BUSINESS MACHINES CORP | 0.8% |
|
ELEVANCE HEALTH INC | 0.8% |
ROUS Underweight Relative to ROE
|
SANMINA CORP | -1.6% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -1.4% |
|
MICRON TECHNOLOGY INC | -1.2% |
|
VERTIV HOLDINGS CO. CLASS A | -1.2% |
 |
NXP SEMICONDUCTORS NV | -1.2% |
|
ORACLE CORP | -1.2% |
|
UNITED RENTALS INC | -1.1% |
|
COMFORT SYSTEMS USA INC | -1.1% |
|
APPLOVIN CORP. CLASS A | -1.1% |
|
TESLA MOTORS INC | -1.0% |