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
13
Number of overlapping holdings
12.5%
% of SMOT's 107 holdings also in MOTG
18.3%
% of MOTG's 80 holdings also in SMOT
Overlap by Weight
Sector Drift (SMOT minus MOTG)
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 SMOT |
Weight in MOTG |
Overlap | |
|---|---|---|---|---|
 |
CORTEVA INC | 1.5% | 2.1% | 1.5% |
 |
ALLEGION PLC | 1.4% | 2.0% | 1.4% |
|
CAMPBELL SOUP CO | 1.4% | 2.0% | 1.4% |
|
VEEVA SYSTEMS INC-CLASS A | 1.3% | 1.9% | 1.3% |
|
INTL FLAVORS & FRAGRANCES | 1.3% | 1.8% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
SMOT Overweight Relative to MOTG
|
EDWARDS LIFESCIENCES CORP | 1.5% |
|
AUTONATION INC | 1.4% |
|
SS&C TECHNOLOGIES HOLDINGS | 1.4% |
|
LPL FINANCIAL HOLDINGS INC | 1.4% |
|
WESTERN UNION CO | 1.3% |
|
RESMED INC | 1.3% |
|
HESS CORP | 1.3% |
 |
CNH INDUSTRIAL NV | 1.3% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | 1.3% |
|
ASBURY AUTOMOTIVE GROUP | 1.3% |
SMOT Underweight Relative to MOTG
 |
RHEINMETALL AG | -3.7% |
 |
TORONTO-DOMINION BANK | -2.2% |
 |
BRAMBLES LTD | -2.2% |
|
ASX LTD | -2.2% |
|
BRITISH AMERICAN TOBACCO PLC | -2.2% |
 |
TENCENT HOLDINGS LTD | -2.1% |
|
GSK PLC | -2.0% |
 |
ROCHE HOLDING LTD | -2.0% |
|
WULIANGYE YIBIN CO., LTD. CLASS A | -2.0% |
|
DSM-FIRMENICH AG | -2.0% |