Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
24.5%
% of SMRI's 50 holdings also in BUL
24.0%
% of BUL's 50 holdings also in SMRI
Overlap by Weight
Sector Drift (SMRI minus BUL)
Overlapping Holdings
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| Company | Weight in SMRI |
Weight in BUL |
Overlap | |
|---|---|---|---|---|
 |
CARLISLE COS INC | 2.2% | 2.2% | 2.2% |
|
NRG ENERGY INC | 2.1% | 2.7% | 2.1% |
|
EMCOR GROUP INC | 2.0% | 2.4% | 2.0% |
|
PULTE HOMES INC | 2.0% | 2.6% | 2.0% |
|
AIRBNB, INC. CLASS A | 1.9% | 4.8% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
SMRI Overweight Relative to BUL
|
NEWMONT MINING CORP | 2.5% |
|
MCKESSON CORP | 2.3% |
|
CIGNA CORPORATION | 2.3% |
|
SAIC INC | 2.3% |
|
MOLINA HEALTHCARE INC | 2.2% |
|
CARDINAL HEALTH INC | 2.2% |
|
HUMANA INC | 2.1% |
|
ROYALTY PHARMA PLC CLASS A | 2.1% |
 |
EVEREST RE GROUP LTD | 2.1% |
|
NVR INC | 2.1% |
SMRI Underweight Relative to BUL
|
UBER TECHNOLOGIES, INC. | -5.6% |
|
BOOKING HOLDINGS INC. | -5.4% |
|
INTL BUSINESS MACHINES CORP | -5.1% |
|
SALESFORCE.COM INC | -4.7% |
|
CATERPILLAR INC | -4.6% |
|
WABTEC CORP | -4.0% |
|
DELTA AIR LINES INC | -3.6% |
|
GODADDY, INC. CLASS A | -3.3% |
|
UNITED CONTINENTAL HOLDINGS | -3.0% |
|
AIRBNB, INC. CLASS A | -2.9% |