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
5%
OVERLAP
BY WEIGHT
4
# OF OVERLAPPING
HOLDINGS
SEIM
69
HOLDINGS
6%
ALSO IN QMOM
QMOM
49
HOLDINGS
8%
ALSO IN SEIM
SECTOR DRIFT (SEIM minus QMOM)
OVERLAPPING HOLDINGS
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| Company | Weight in SEIM |
Weight in QMOM |
Overlap | |
|---|---|---|---|---|
 |
CATERPILLAR INC | 2.3% | 2.1% | 2.1% |
|
SYNNEX CORP | 1.6% | 2.1% | 1.6% |
|
MASTEC INC | 0.7% | 2.0% | 0.7% |
|
MA-COM TECHNOLOGY SOLUTIONS | 0.2% | 2.1% | 0.2% |
SEIM Overweight Relative to QMOM
|
ALPHABET INC. CLASS A | 7.3% |
|
NVIDIA CORP | 7.3% |
|
SANDISK CORP ORDINARY SHARES | 4.1% |
|
LAM RESEARCH CORP | 3.8% |
|
APPLE INC | 3.3% |
|
MICRON TECHNOLOGY INC | 3.2% |
|
APPLIED MATERIALS INC | 3.2% |
|
MICROSOFT CORP | 3.0% |
|
JABIL CIRCUIT INC | 2.8% |
|
BANK OF NEW YORK MELLON CORP | 2.7% |
SEIM Underweight Relative to QMOM
|
DELL TECHNOLOGIES INC CLASS C | -2.6% |
|
HEWLETT PACKARD ENTERPRISE CO. | -2.5% |
 |
ROIVANT SCIENCES LTD. | -2.4% |
|
ARROW ELECTRONICS INC | -2.2% |
|
VIAVI SOLUTIONS INC. | -2.2% |
|
VALERO ENERGY CORP | -2.2% |
|
KODIAK GAS SERVICES, INC. | -2.1% |
|
KEYSIGHT TECHNOLOGIES INC | -2.1% |
|
POWELL INDUSTRIES INC | -2.1% |
|
LITTELFUSE INC | -2.1% |