Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
33%
OVERLAP
BY WEIGHT
32
# OF OVERLAPPING
HOLDINGS
SPMO
102
HOLDINGS
32%
ALSO IN SEIM
SEIM
79
HOLDINGS
42%
ALSO IN SPMO
SECTOR DRIFT (SPMO minus SEIM)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in SPMO |
Weight in SEIM |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 8.3% | 6.5% | 6.5% |
|
ALPHABET INC. CLASS A | 4.4% | 6.0% | 4.4% |
|
LAM RESEARCH CORP | 4.3% | 3.0% | 3.0% |
|
MICRON TECHNOLOGY INC | 12.3% | 2.9% | 2.9% |
|
JOHNSON & JOHNSON | 3.8% | 2.7% | 2.7% |
SPMO Overweight Relative to SEIM
|
MICRON TECHNOLOGY INC | 9.5% |
|
BROADCOM INC. | 6.8% |
|
ADVANCED MICRO DEVICES | 4.3% |
|
ALPHABET INC. CLASS C | 3.7% |
|
INTEL CORP | 3.4% |
|
EXXONMOBIL HOLDINGS CORP | 2.6% |
|
SANDISK CORP | 2.6% |
|
SANDISK CORP ORDINARY SHARES | 2.6% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 2.3% |
|
WESTERN DIGITAL CORP | 1.9% |
SPMO Underweight Relative to SEIM
|
APPLE INC | -3.4% |
|
VISA INC. CLASS A | -3.2% |
|
DELL TECHNOLOGIES INC CLASS C | -3.0% |
|
MICROSOFT CORP | -2.9% |
|
FORTINET INC | -2.4% |
|
KEYSIGHT TECHNOLOGIES INC | -2.3% |
|
ROSS STORES INC | -2.2% |
|
BANK OF NEW YORK MELLON CORP | -2.1% |
|
NORTHERN TRUST CORP | -2.0% |
|
UNITED RENTALS INC | -2.0% |