Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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54
Number of overlapping holdings
15.6%
% of XJH's 357 holdings also in TMFX
28.3%
% of TMFX's 191 holdings also in XJH
Overlap by Weight
Sector Drift (XJH minus TMFX)
Overlapping Holdings
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| Company | Weight in XJH |
Weight in TMFX |
Overlap | |
|---|---|---|---|---|
 |
WILLIAMS-SONOMA INC | 0.8% | 1.2% | 0.8% |
|
GODADDY, INC. CLASS A | 0.8% | 1.1% | 0.8% |
|
PURE STORAGE, INC. CLASS A | 0.7% | 1.0% | 0.7% |
|
WATSCO INC | 0.6% | 1.0% | 0.6% |
|
RPM INTERNATIONAL INC | 0.6% | 0.9% | 0.6% |
Position Highlights (Non-Overlapping Exposures)
XJH Overweight Relative to TMFX
|
CARLISLE COS INC | 0.8% |
|
REGAL BELOIT CORP | 0.8% |
|
EMCOR GROUP INC | 0.7% |
|
RELIANCE STEEL & ALUMINUM | 0.7% |
|
LENNOX INTERNATIONAL INC | 0.7% |
|
OWENS CORNING | 0.7% |
|
REINSURANCE GROUP OF AMERICA | 0.6% |
|
LINCOLN ELECTRIC HOLDINGS | 0.6% |
|
NVENT ELECTRIC PLC | 0.6% |
|
GRACO INC | 0.6% |
XJH Underweight Relative to TMFX
|
FAIR ISAAC CORP | -2.0% |
|
HUBSPOT INC | -1.8% |
|
WABTEC CORP | -1.8% |
|
TRACTOR SUPPLY COMPANY | -1.7% |
|
CORNING INC | -1.7% |
|
PINTEREST, INC. CLASS A | -1.7% |
|
HEICO CORP | -1.6% |
|
NVR INC | -1.5% |
|
TAKE-TWO INTERACTIVE SOFTWRE | -1.5% |
|
CLOUDFLARE INC CLASS A | -1.4% |