Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
14%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
SMOT
106
HOLDINGS
16%
ALSO IN MOTG
MOTG
85
HOLDINGS
21%
ALSO IN SMOT
SECTOR DRIFT (SMOT minus MOTG)
OVERLAPPING HOLDINGS
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| Company | Weight in SMOT |
Weight in MOTG |
Overlap | |
|---|---|---|---|---|
 |
MASCO CORP | 1.3% | 1.9% | 1.3% |
|
ETSY, INC. | 1.5% | 1.3% | 1.3% |
|
HUNTINGTON INGALLS INDUSTRIE | 1.6% | 1.2% | 1.2% |
|
TRANSUNION | 1.2% | 1.8% | 1.2% |
|
AGILENT TECHNOLOGIES INC | 1.6% | 1.1% | 1.1% |
SMOT Overweight Relative to MOTG
|
IONIS PHARMACEUTICALS, INC. | 2.0% |
|
ACUITY BRANDS INC | 1.6% |
|
CHART INDUSTRIES INC | 1.5% |
|
WESCO INTERNATIONAL INC | 1.5% |
|
PORTLAND GENERAL ELECTRIC CO | 1.5% |
|
EXPEDIA GROUP INC | 1.5% |
|
DUPONT DE NEMOURS INC | 1.4% |
|
NORWEGIAN CRUISE LINE HOLDIN | 1.4% |
|
ESSENTIAL UTILITIES, INC. | 1.4% |
|
WARNER MUSIC GROUP CORP. CLASS A | 1.4% |
SMOT Underweight Relative to MOTG
 |
TAIWAN SEMICONDUCTOR MANUFAC | -2.6% |
 |
BAIDU, INC. CLASS A | -2.3% |
 |
FANUC LTD | -2.3% |
|
HOYA CORP | -2.2% |
|
TENCENT HOLDINGS LTD | -2.2% |
 |
GSK PLC | -2.1% |
 |
SIEMENS HEALTHINEERS AG | -2.0% |
 |
ROCHE HOLDING LTD | -2.0% |
 |
BUREAU VERITAS SA | -2.0% |
|
YUM CHINA HOLDINGS, INC. | -2.0% |