Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
12%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
SEIM
72
HOLDINGS
11%
ALSO IN FFTY
FFTY
50
HOLDINGS
14%
ALSO IN SEIM
SECTOR DRIFT (SEIM minus FFTY)
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 SEIM |
Weight in FFTY |
Overlap | |
|---|---|---|---|---|
 |
AMPHENOL CORP-CL A | 3.5% | 3.4% | 3.4% |
|
HOWMET AEROSPACE INC. | 3.9% | 3.0% | 3.0% |
|
VERTIV HOLDINGS CO. CLASS A | 1.5% | 2.9% | 1.5% |
|
ELI LILLY & CO | 1.4% | 3.1% | 1.4% |
|
RALPH LAUREN CORP | 1.2% | 1.0% | 1.0% |
SEIM Overweight Relative to FFTY
|
NVIDIA CORP | 9.2% |
|
APPLE INC | 6.4% |
|
META PLATFORMS INC | 6.2% |
|
ARISTA NETWORKS, INC. | 4.0% |
|
MICROSOFT CORP | 3.8% |
|
WAL-MART STORES INC | 3.4% |
|
ALPHABET INC. CLASS A | 3.3% |
|
APPLOVIN CORP. CLASS A | 3.2% |
|
GOLDMAN SACHS GROUP INC | 3.0% |
|
BOSTON SCIENTIFIC CORP | 2.8% |
SEIM Underweight Relative to FFTY
|
ANAPTYSBIO, INC. | -3.8% |
|
ARCUTIS BIOTHERAPEUTICS INC | -3.8% |
|
TARSUS PHARMACEUTICALS, INC. | -3.7% |
|
STOKE THERAPEUTICS, INC. | -3.7% |
|
TRAVERE THERAPEUTICS, INC. | -3.5% |
 |
ANGLOGOLD ASHANTI-SPON ADR | -3.5% |
|
COMFORT SYSTEMS USA INC | -3.4% |
|
MICRON TECHNOLOGY INC | -3.3% |
|
GUARDANT HEALTH, INC. | -3.2% |
 |
CELESTICA INC | -3.2% |