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
23%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
SEIM
72
HOLDINGS
11%
ALSO IN STRN
STRN
21
HOLDINGS
33%
ALSO IN SEIM
SECTOR DRIFT (SEIM minus STRN)
OVERLAPPING HOLDINGS
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| Company | Weight in SEIM |
Weight in STRN |
Overlap | |
|---|---|---|---|---|
 |
META PLATFORMS INC | 6.2% | 10.1% | 6.2% |
|
ARISTA NETWORKS, INC. | 4.0% | 4.7% | 4.0% |
|
AMPHENOL CORP-CL A | 3.5% | 3.1% | 3.1% |
|
BOSTON SCIENTIFIC CORP | 2.8% | 11.6% | 2.8% |
|
NVIDIA CORP | 10.2% | 2.7% | 2.7% |
SEIM Overweight Relative to STRN
|
NVIDIA CORP | 7.4% |
|
APPLE INC | 6.4% |
|
ALPHABET INC. CLASS A | 4.4% |
|
HOWMET AEROSPACE INC. | 3.9% |
|
MICROSOFT CORP | 3.8% |
|
WAL-MART STORES INC | 3.4% |
|
GOLDMAN SACHS GROUP INC | 3.0% |
|
BANK OF NEW YORK MELLON CORP | 2.7% |
|
ENTERGY CORP | 2.7% |
 |
GARMIN LTD | 2.6% |
SEIM Underweight Relative to STRN
|
GE AEROSPACE | -11.8% |
|
SCHWAB (CHARLES) CORP | -11.5% |
|
ROBINHOOD MARKETS, INC. CLASS A | -11.2% |
|
BOSTON SCIENTIFIC CORP | -8.7% |
|
NEWMONT MINING CORP | -4.0% |
|
META PLATFORMS INC | -3.9% |
|
ANALOG DEVICES INC | -3.7% |
|
INTERCONTINENTALEXCHANGE INC | -3.1% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -2.7% |
|
BROADCOM INC. | -2.6% |