Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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34
Number of overlapping holdings
69.4%
% of SMRI's 50 holdings also in COWZ
34.3%
% of COWZ's 100 holdings also in SMRI
Overlap by Weight
Sector Drift (SMRI minus COWZ)
Overlapping Holdings
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| Company | Weight in SMRI |
Weight in COWZ |
Overlap | |
|---|---|---|---|---|
 |
EXXON MOBIL CORP | 2.0% | 2.2% | 2.0% |
|
CONOCOPHILLIPS | 1.9% | 2.2% | 1.9% |
|
AMGEN INC | 2.0% | 1.9% | 1.9% |
|
APPLIED MATERIALS INC | 2.0% | 1.9% | 1.9% |
|
QUALCOMM INC | 1.9% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
SMRI Overweight Relative to COWZ
|
MCKESSON CORP | 2.3% |
|
CIGNA CORPORATION | 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% |
|
JUNIPER NETWORKS INC | 2.1% |
|
COMFORT SYSTEMS USA INC | 2.1% |
|
INCYTE CORP | 2.0% |
SMRI Underweight Relative to COWZ
|
ALTRIA GROUP INC | -2.2% |
|
AT&T INC | -2.2% |
|
UBER TECHNOLOGIES, INC. | -2.2% |
|
BOOKING HOLDINGS INC. | -2.2% |
|
FORD MOTOR CO | -2.2% |
|
VERIZON COMMUNICATIONS INC | -2.1% |
|
JOHNSON & JOHNSON | -2.1% |
|
HCA HOLDINGS INC | -2.1% |
|
COMCAST CORP-CL A | -2.0% |
|
LOWE'S COS INC | -2.0% |