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
4
# OF OVERLAPPING
HOLDINGS
RSPM
26
HOLDINGS
17%
ALSO IN CUT
CUT
59
HOLDINGS
9%
ALSO IN RSPM
SECTOR DRIFT (RSPM minus CUT)
OVERLAPPING HOLDINGS
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| Company | Weight in RSPM |
Weight in CUT |
Overlap | |
|---|---|---|---|---|
 |
PACKAGING CORP OF AMERICA | 4.6% | 5.4% | 4.6% |
|
AVERY DENNISON CORP | 4.4% | 5.2% | 4.4% |
|
INTERNATIONAL PAPER CO | 4.3% | 4.7% | 4.3% |
 |
SMURFIT WESTROCK PLC | 4.2% | 4.7% | 4.2% |
RSPM Overweight Relative to CUT
|
DOW, INC. | 4.8% |
|
VULCAN MATERIALS CO | 4.6% |
|
PPG INDUSTRIES INC | 4.5% |
|
ECOLAB INC | 4.5% |
 |
LINDE PLC | 4.5% |
|
BALL CORP | 4.5% |
|
INTL FLAVORS & FRAGRANCES | 4.5% |
|
MARTIN MARIETTA MATERIALS | 4.4% |
|
AIR PRODUCTS & CHEMICALS INC | 4.4% |
|
LYONDELLBASELL INDU-CL A | 4.3% |
RSPM Underweight Relative to CUT
 |
SVENSKA CELLULOSA AB-B SHS | -5.8% |
 |
STORA ENSO OYJ-R SHS | -5.2% |
|
UPM-KYMMENE OYJ | -5.2% |
 |
SUZANO PAPEL E CELULOSE SA | -4.9% |
|
RAYONIER INC | -4.5% |
|
WEYERHAEUSER CO | -4.4% |
 |
SIG COMBIBLOC GROUP LTD | -4.3% |
|
SONOCO PRODUCTS CO | -4.2% |
|
MONDI PLC | -3.9% |
 |
WEST FRASER TIMBER CO LTD | -3.1% |