Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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315
Number of overlapping holdings
79.5%
% of SMDY's 402 holdings also in JMEE
52.0%
% of JMEE's 614 holdings also in SMDY
Overlap by Weight
Sector Drift (SMDY minus JMEE)
Overlapping Holdings
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| Company | Weight in SMDY |
Weight in JMEE |
Overlap | |
|---|---|---|---|---|
 |
SUPER MICRO COMPUTER, INC. | 1.2% | 1.3% | 1.2% |
|
GODADDY, INC. CLASS A | 0.8% | 0.6% | 0.6% |
|
UNITED THERAPEUTICS CORP | 0.6% | 0.6% | 0.6% |
|
EXELIXIS INC | 0.6% | 0.5% | 0.5% |
|
SCIENTIFIC GAMES CORP-A | 0.9% | 0.5% | 0.5% |
Position Highlights (Non-Overlapping Exposures)
SMDY Overweight Relative to JMEE
|
SCOTTS MIRACLE-GRO CO-CL A | 1.7% |
|
COTY INC-CL A | 1.7% |
|
AMKOR TECHNOLOGY INC | 0.8% |
|
DOXIMITY, INC. CLASS A | 0.8% |
|
ARROWHEAD PHARMACEUTICALS, INC. | 0.8% |
|
J2 GLOBAL COMMUNICATIONS INC | 0.7% |
|
DOLBY LABORATORIES INC-CL A | 0.7% |
|
HALOZYME THERAPEUTICS INC | 0.6% |
|
FRONTIER COMMUNICATIONS PARENT, INC. | 0.6% |
|
NANOMETRICS INC | 0.6% |
SMDY Underweight Relative to JMEE
 |
FABRINET | -0.6% |
|
CARLISLE COS INC | -0.6% |
|
RELIANCE STEEL & ALUMINUM | -0.6% |
|
EMCOR GROUP INC | -0.5% |
|
MATADOR RESOURCES CO | -0.4% |
|
EAST WEST BANCORP INC | -0.4% |
|
UNIVERSAL FOREST PRODUCTS | -0.4% |
|
DECKERS OUTDOOR CORP | -0.4% |
|
EASTGROUP PROPERTIES INC | -0.4% |
 |
AUTOLIV INC | -0.4% |