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
340
Number of overlapping holdings
99.7%
% of XJH's 353 holdings also in SMDY
86.3%
% of SMDY's 401 holdings also in XJH
Overlap by Weight
Sector Drift (XJH minus SMDY)
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 SMDY |
Overlap | |
|---|---|---|---|---|
 |
JABIL CIRCUIT INC | 0.9% | 0.6% | 0.6% |
|
DYNATRACE, INC. | 0.6% | 0.7% | 0.6% |
|
NEUROCRINE BIOSCIENCES INC | 0.5% | 0.7% | 0.5% |
|
UNITED THERAPEUTICS CORP | 0.5% | 0.7% | 0.5% |
|
TOLL BROTHERS INC | 0.5% | 0.4% | 0.4% |
Position Highlights (Non-Overlapping Exposures)
XJH Overweight Relative to SMDY
|
BUILDERS FIRSTSOURCE INC | 0.7% |
|
RELIANCE STEEL & ALUMINUM | 0.6% |
|
CARLISLE COS INC | 0.6% |
|
GRACO INC | 0.6% |
|
RPM INTERNATIONAL INC | 0.6% |
|
OWENS CORNING | 0.5% |
|
LENNOX INTERNATIONAL INC | 0.5% |
|
WATSCO INC | 0.5% |
|
DECKERS OUTDOOR CORP | 0.5% |
|
MANHATTAN ASSOCIATES INC | 0.5% |
XJH Underweight Relative to SMDY
|
SCOTTS MIRACLE-GRO CO-CL A | -1.8% |
|
COTY INC-CL A | -1.5% |
|
GODADDY, INC. CLASS A | -1.0% |
|
FRONTIER COMMUNICATIONS PARENT, INC. | -0.9% |
|
DOXIMITY, INC. CLASS A | -0.7% |
|
NCR CORPORATION | -0.7% |
|
J2 GLOBAL COMMUNICATIONS INC | -0.6% |
|
HYATT HOTELS CORP - CL A | -0.6% |
|
CABLE ONE INC | -0.6% |
|
DOLBY LABORATORIES INC-CL A | -0.5% |