Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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345

Number of overlapping holdings

76.0%

% of SCHM's 499 holdings also in SMMD

75.5%

% of SMMD's 495 holdings also in SCHM

Overlap by Weight
Sector Drift (SCHM minus SMMD)
Overlapping Holdings

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Company Weight
in SCHM
Weight
in SMMD
Overlap
ROBINHOOD MARKETS, INC. CLASS A 0.9% 0.6% 0.6%
EQT CORP 0.8% 0.6% 0.6%
CHESAPEAKE ENERGY CORP 0.6% 0.4% 0.4%
TEXAS PACIFIC LAND CORPORATION 0.6% 0.4% 0.4%
NRG ENERGY INC 0.6% 0.4% 0.4%

Position Highlights (Non-Overlapping Exposures)
SCHM Overweight Relative to SMMD
UNITED CONTINENTAL HOLDINGS 0.6%
INTERNATIONAL PAPER CO 0.6%
INSULET CORP 0.5%
INTERACTIVE BROKERS GRO-CL A 0.5%
WILLIAMS-SONOMA INC 0.5%
OKTA, INC. CLASS A 0.5%
STEEL DYNAMICS INC 0.4%
PINTEREST, INC. CLASS A 0.4%
CARLISLE COS INC 0.4%
TRADEWEB MARKETS, INC. CLASS A 0.4%
SCHM Underweight Relative to SMMD
iShares Russell 2000 ETF -40.8%
CARVANA CO. CLASS A -0.5%
TOAST, INC. CLASS A -0.3%
LENNOX INTERNATIONAL INC -0.3%
GEN DIGITAL INC -0.3%
PURE STORAGE, INC. CLASS A -0.3%
TKO GROUP HOLDINGS, INC. CLASS A -0.2%
AMDOCS LTD -0.2%
KYNDRYL HOLDINGS INCORPORATION -0.1%
CRANE HOLDINGS, CO. -0.1%
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