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
OVERLAP
10%
OVERLAP
BY WEIGHT
29
# OF OVERLAPPING
HOLDINGS
XJH
357
HOLDINGS
8%
ALSO IN SMCO
SMCO
63
HOLDINGS
47%
ALSO IN XJH
SECTOR DRIFT (XJH minus SMCO)
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 XJH |
Weight in SMCO |
Overlap | |
|---|---|---|---|---|
 |
CIENA CORP | 1.1% | 3.2% | 1.1% |
|
NVENT ELECTRIC PLC | 0.7% | 3.3% | 0.7% |
|
BURLINGTON STORES INC | 0.7% | 1.7% | 0.7% |
|
RELIANCE STEEL & ALUMINUM | 0.5% | 1.2% | 0.5% |
|
ENTEGRIS INC | 0.5% | 1.2% | 0.5% |
XJH Overweight Relative to SMCO
|
COMFORT SYSTEMS USA INC | 1.3% |
|
REGAL BELOIT CORP | 1.1% |
|
PURE STORAGE, INC. CLASS A | 1.1% |
 |
FLEXTRONICS INTL LTD | 0.9% |
|
CURTISS-WRIGHT CORP | 0.8% |
|
UNITED THERAPEUTICS CORP | 0.8% |
|
CASEY'S GENERAL STORES INC | 0.8% |
|
ILLUMINA INC | 0.7% |
|
GUIDEWIRE SOFTWARE INC | 0.7% |
|
TENET HEALTHCARE CORP | 0.7% |
XJH Underweight Relative to SMCO
|
DYCOM INDUSTRIES INC | -2.7% |
|
EQT CORP | -2.7% |
|
RADNET INC | -2.6% |
|
NVENT ELECTRIC PLC | -2.6% |
|
EMCOR GROUP INC | -2.3% |
|
TELEDYNE TECHNOLOGIES INC | -2.3% |
|
IDACORP INC | -2.2% |
|
CIENA CORP | -2.1% |
|
KYNDRYL HOLDINGS INCORPORATION | -2.1% |
|
PRIMORIS SERVICES CORP | -2.1% |