Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
39%
OVERLAP
BY WEIGHT
27
# OF OVERLAPPING
HOLDINGS
SNPG
88
HOLDINGS
33%
ALSO IN SEIM
SEIM
69
HOLDINGS
40%
ALSO IN SNPG
SECTOR DRIFT (SNPG minus SEIM)
OVERLAPPING HOLDINGS
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| Company | Weight in SNPG |
Weight in SEIM |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 8.5% | 7.3% | 7.3% |
|
ALPHABET INC. CLASS A | 4.8% | 7.3% | 4.8% |
|
LAM RESEARCH CORP | 4.0% | 3.8% | 3.8% |
|
MICRON TECHNOLOGY INC | 10.4% | 3.2% | 3.2% |
|
APPLIED MATERIALS INC | 4.0% | 3.2% | 3.2% |
SNPG Overweight Relative to SEIM
|
MICRON TECHNOLOGY INC | 7.1% |
|
ELI LILLY & CO | 7.1% |
|
MICROSOFT CORP | 4.2% |
|
ALPHABET INC. CLASS C | 3.9% |
|
KLA CORPORATION | 2.8% |
|
NETFLIX INC | 2.7% |
|
GE VERONA | 2.4% |
|
MASTERCARD INCORPORATED CLASS A | 2.2% |
|
GE AEROSPACE | 1.6% |
|
CATERPILLAR INC | 1.4% |
SNPG Underweight Relative to SEIM
|
APPLE INC | -3.3% |
|
JABIL CIRCUIT INC | -2.6% |
|
ALPHABET INC. CLASS A | -2.5% |
|
JOHNSON & JOHNSON | -2.5% |
|
NORTHERN TRUST CORP | -2.3% |
|
BANK OF NEW YORK MELLON CORP | -2.2% |
|
ROSS STORES INC | -2.2% |
|
PARKER HANNIFIN CORP | -2.1% |
|
TAPESTRY, INC. | -2.1% |
|
CARDINAL HEALTH INC | -2.1% |