Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
44%
OVERLAP
BY WEIGHT
533
# OF OVERLAPPING
HOLDINGS
SMMD
492
HOLDINGS
24%
ALSO IN FSMD
FSMD
601
HOLDINGS
94%
ALSO IN SMMD
SECTOR DRIFT (SMMD minus FSMD)
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 SMMD |
Weight in FSMD |
Overlap | |
|---|---|---|---|---|
 |
REGAL BELOIT CORP | 0.5% | 0.7% | 0.5% |
|
CARPENTER TECHNOLOGY | 0.4% | 0.4% | 0.4% |
|
ALLEGHENY TECHNOLOGIES INC | 0.3% | 0.4% | 0.3% |
|
NVENT ELECTRIC PLC | 0.3% | 0.4% | 0.3% |
|
C.H. ROBINSON WORLDWIDE INC | 0.3% | 0.3% | 0.3% |
SMMD Overweight Relative to FSMD
|
F5 NETWORKS INC | 0.3% |
|
NISOURCE INC | 0.3% |
|
SOFI TECHNOLOGIES INC | 0.3% |
|
AFFIRM HOLDINGS, INC. CLASS A | 0.3% |
|
US FOODS HOLDING CORP. | 0.3% |
|
SNAP-ON INC | 0.3% |
|
PACKAGING CORP OF AMERICA | 0.3% |
|
RELIANCE STEEL & ALUMINUM | 0.3% |
|
VIATRIS, INC. | 0.3% |
|
GUARDANT HEALTH, INC. | 0.3% |
SMMD Underweight Relative to FSMD
|
COMFORT SYSTEMS USA INC | -1.0% |
|
LUMENTUM HOLDINGS INC | -0.9% |
|
CIENA CORP | -0.9% |
 |
FLEXTRONICS INTL LTD | -0.8% |
|
EMCOR GROUP INC | -0.5% |
|
CASEY'S GENERAL STORES INC | -0.5% |
|
REVOLUTION MEDICINES, INC. | -0.5% |
|
TAPESTRY, INC. | -0.4% |
|
CURTISS-WRIGHT CORP | -0.4% |
 |
TECHNIPFMC PLC | -0.4% |