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
16%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
SEIM
68
HOLDINGS
15%
ALSO IN QMOM
QMOM
50
HOLDINGS
21%
ALSO IN SEIM
SECTOR DRIFT (SEIM minus QMOM)
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 QMOM |
Overlap | |
|---|---|---|---|---|
 |
AMPHENOL CORP-CL A | 3.5% | 2.1% | 2.1% |
|
SYNCHRONY FINANCIAL | 2.5% | 2.1% | 2.1% |
|
HOWMET AEROSPACE INC. | 3.9% | 2.0% | 2.0% |
|
BANK OF NEW YORK MELLON CORP | 2.7% | 1.9% | 1.9% |
|
GOLDMAN SACHS GROUP INC | 3.0% | 1.9% | 1.9% |
SEIM Overweight Relative to QMOM
|
NVIDIA CORP | 10.2% |
|
APPLE INC | 6.4% |
|
META PLATFORMS INC | 6.2% |
|
ALPHABET INC. CLASS A | 4.4% |
|
ARISTA NETWORKS, INC. | 4.0% |
|
MICROSOFT CORP | 3.8% |
|
WAL-MART STORES INC | 3.4% |
|
APPLOVIN CORP. CLASS A | 3.2% |
|
BOSTON SCIENTIFIC CORP | 2.8% |
|
ENTERGY CORP | 2.7% |
SEIM Underweight Relative to QMOM
|
BLOOM ENERGY CORPORATION CLASS A | -2.7% |
|
CARPENTER TECHNOLOGY | -2.5% |
|
COMFORT SYSTEMS USA INC | -2.3% |
|
SNOWFLAKE, INC. CLASS A | -2.2% |
 |
FLEXTRONICS INTL LTD | -2.2% |
|
TWILIO, INC. CLASS A | -2.2% |
|
BWX TECHNOLOGIES, INC. | -2.1% |
|
INTERDIGITAL INC | -2.1% |
|
INSMED INC | -2.1% |
|
ZSCALER, INC. | -2.1% |