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
23
Number of overlapping holdings
46.9%
% of SMRI's 50 holdings also in WTV
19.3%
% of WTV's 123 holdings also in SMRI
Overlap by Weight
Sector Drift (SMRI minus WTV)
Overlapping Holdings
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| Company | Weight in SMRI |
Weight in WTV |
Overlap | |
|---|---|---|---|---|
 |
CARDINAL HEALTH INC | 2.2% | 2.5% | 2.2% |
|
NRG ENERGY INC | 2.1% | 2.5% | 2.1% |
|
EMCOR GROUP INC | 2.0% | 2.1% | 2.0% |
|
MCKESSON CORP | 2.3% | 1.9% | 1.9% |
|
AMGEN INC | 2.0% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
SMRI Overweight Relative to WTV
|
NEWMONT MINING CORP | 2.5% |
|
SAIC INC | 2.3% |
|
MOLINA HEALTHCARE INC | 2.2% |
|
CARLISLE COS 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% |
|
DR HORTON INC | 2.1% |
SMRI Underweight Relative to WTV
|
META PLATFORMS INC | -4.9% |
|
HCA HOLDINGS INC | -2.2% |
|
ZILLOW GROUP, INC. CLASS C | -1.9% |
|
BUILDERS FIRSTSOURCE INC | -1.9% |
|
FAIR ISAAC CORP | -1.8% |
|
GODADDY, INC. CLASS A | -1.8% |
|
MEDPACE HOLDINGS, INC. | -1.6% |
|
WOODWARD INC | -1.5% |
|
FIDELITY NATIONAL FINANCIAL, INC - F | -1.5% |
|
QUEST DIAGNOSTICS | -1.5% |