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
20%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
SEIM
65
HOLDINGS
20%
ALSO IN QMOM
QMOM
50
HOLDINGS
24%
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 | |
|---|---|---|---|---|
 |
CORNING INC | 2.6% | 2.6% | 2.6% |
|
TAPESTRY, INC. | 2.3% | 2.4% | 2.3% |
|
CARDINAL HEALTH INC | 2.0% | 2.1% | 2.0% |
|
AMPHENOL CORP-CL A | 3.1% | 2.0% | 2.0% |
|
NEWMONT MINING CORP | 2.2% | 1.8% | 1.8% |
SEIM Overweight Relative to QMOM
|
NVIDIA CORP | 7.1% |
|
ALPHABET INC. CLASS A | 5.2% |
|
MICROSOFT CORP | 4.2% |
|
APPLE INC | 3.3% |
|
WAL-MART STORES INC | 3.0% |
|
GOLDMAN SACHS GROUP INC | 2.8% |
|
CIENA CORP | 2.6% |
|
APPLOVIN CORP. CLASS A | 2.5% |
|
BANK OF NEW YORK MELLON CORP | 2.4% |
|
CENCORA INC | 2.4% |
SEIM Underweight Relative to QMOM
|
COMFORT SYSTEMS USA INC | -2.4% |
|
JOHNSON CONTROLS INTERNATIONAL PLC | -2.4% |
|
GE VERONA | -2.3% |
|
GE AEROSPACE | -2.3% |
|
FIVE BELOW | -2.3% |
|
CARPENTER TECHNOLOGY | -2.3% |
|
NRG ENERGY INC | -2.3% |
|
DYCOM INDUSTRIES INC | -2.2% |
|
MASTEC INC | -2.2% |
|
DOLLAR TREE INC | -2.2% |