Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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2
Number of overlapping holdings
4.0%
% of XLY's 51 holdings also in ONLN
11.1%
% of ONLN's 21 holdings also in XLY
Overlap by Weight
Sector Drift (XLY minus ONLN)
Overlapping Holdings
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| Company | Weight in XLY |
Weight in ONLN |
Overlap | |
|---|---|---|---|---|
 |
AMAZON.COM INC | 21.2% | 23.9% | 21.2% |
|
EBAY INC | 1.0% | 11.5% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
XLY Overweight Relative to ONLN
|
TESLA MOTORS INC | 14.6% |
|
HOME DEPOT INC | 7.6% |
|
MCDONALD'S CORP | 5.0% |
|
BOOKING HOLDINGS INC. | 4.6% |
|
TJX COMPANIES INC | 4.4% |
|
LOWE'S COS INC | 3.8% |
|
STARBUCKS CORP | 2.8% |
|
O'REILLY AUTOMOTIVE INC | 2.4% |
|
NIKE INC -CL B | 2.0% |
|
CHIPOTLE MEXICAN GRILL-CL A | 2.0% |
XLY Underweight Relative to ONLN
|
EBAY INC | -10.5% |
 |
PINDUODUO, INC. SPONSORED ADR CLASS | -8.0% |
 |
ALIBABA GROUP HOLDING LTD. SPONSORED | -7.2% |
 |
COUPANG, INC. CLASS A | -4.5% |
|
CHEWY, INC. CLASS A | -4.1% |
|
CARVANA CO. CLASS A | -4.1% |
|
BUCKLE INC/THE | -3.9% |
|
ETSY, INC. | -3.7% |
|
FIGS, INC. CLASS A | -3.6% |
|
GIGACLOUD TECHNOLOGY, INC. CLASS A | -3.6% |