Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
16%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
SMOT
116
HOLDINGS
17%
ALSO IN MOTG
MOTG
81
HOLDINGS
27%
ALSO IN SMOT
SECTOR DRIFT (SMOT minus MOTG)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOT |
Weight in MOTG |
Overlap | |
|---|---|---|---|---|
 |
DATADOG INC CLASS A | 1.8% | 1.5% | 1.5% |
|
ETSY, INC. | 1.5% | 2.3% | 1.5% |
 |
NXP SEMICONDUCTORS NV | 1.7% | 1.4% | 1.4% |
|
ZIMMER HOLDINGS INC | 1.1% | 1.7% | 1.1% |
|
MONDELEZ INTERNATIONAL INC-A | 1.4% | 1.1% | 1.1% |
SMOT Overweight Relative to MOTG
|
MARVELL TECHNOLOGY, INC. | 2.3% |
|
AKAMAI TECHNOLOGIES | 2.0% |
|
ALBEMARLE CORP | 1.7% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | 1.7% |
|
SCHLUMBERGER LTD | 1.6% |
|
ROYALTY PHARMA PLC CLASS A | 1.5% |
|
DUPONT DE NEMOURS INC | 1.5% |
|
CORTEVA INC | 1.4% |
|
SBA COMMUNICATIONS CORP. CLASS A | 1.4% |
|
DEVON ENERGY CORPORATION | 1.4% |
SMOT Underweight Relative to MOTG
 |
TAIWAN SEMICONDUCTOR MANUFAC | -2.9% |
 |
AMBEV-SA | -2.4% |
 |
BAIDU, INC. CLASS A | -2.3% |
 |
ASX LTD | -2.3% |
|
NVIDIA CORP | -2.3% |
 |
BAE SYSTEMS PLC | -2.0% |
|
BRISTOL-MYERS SQUIBB CO | -2.0% |
|
ALIBABA GROUP HOLDING LTD. | -2.0% |
|
SPIRAX-SARCO ENGINEERING PLC | -1.9% |
 |
HENSOLDT AG | -1.9% |