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
45%
OVERLAP
BY WEIGHT
599
# OF OVERLAPPING
HOLDINGS
SMMD
492
HOLDINGS
27%
ALSO IN JMEE
JMEE
661
HOLDINGS
95%
ALSO IN SMMD
SECTOR DRIFT (SMMD minus JMEE)
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 JMEE |
Overlap | |
|---|---|---|---|---|
 |
REGAL BELOIT CORP | 0.5% | 0.8% | 0.5% |
|
CARPENTER TECHNOLOGY | 0.4% | 0.4% | 0.4% |
|
ALLEGHENY TECHNOLOGIES INC | 0.4% | 0.5% | 0.4% |
|
WOODWARD INC | 0.3% | 0.5% | 0.3% |
|
NVENT ELECTRIC PLC | 0.3% | 0.7% | 0.3% |
SMMD Overweight Relative to JMEE
|
NISOURCE INC | 0.3% |
|
F5 NETWORKS INC | 0.3% |
|
PACKAGING CORP OF AMERICA | 0.3% |
|
C.H. ROBINSON WORLDWIDE INC | 0.3% |
|
SOFI TECHNOLOGIES INC | 0.3% |
|
SNAP-ON INC | 0.3% |
|
VIATRIS, INC. | 0.3% |
|
AFFIRM HOLDINGS, INC. CLASS A | 0.3% |
|
GUARDANT HEALTH, INC. | 0.3% |
|
SYNNEX CORP | 0.3% |
SMMD Underweight Relative to JMEE
 |
FLEXTRONICS INTL LTD | -0.9% |
|
CURTISS-WRIGHT CORP | -0.7% |
|
UNITED THERAPEUTICS CORP | -0.7% |
|
TWILIO, INC. CLASS A | -0.7% |
|
MASTEC INC | -0.6% |
 |
TECHNIPFMC PLC | -0.6% |
|
OKTA, INC. CLASS A | -0.5% |
|
TTM TECHNOLOGIES | -0.4% |
|
NVENT ELECTRIC PLC | -0.4% |
 |
FABRINET | -0.4% |