Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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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

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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%
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