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
3
Number of overlapping holdings
5.8%
% of XLY's 52 holdings also in ONLN
15.8%
% of ONLN's 19 holdings also in XLY
Overlap by Weight
Sector Drift (XLY minus ONLN)
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 XLY |
Weight in ONLN |
Overlap | |
|---|---|---|---|---|
 |
AMAZON.COM INC | 24.5% | 24.9% | 24.5% |
|
EBAY INC | 0.7% | 6.8% | 0.7% |
|
ETSY, INC. | 0.2% | 3.5% | 0.2% |
Position Highlights (Non-Overlapping Exposures)
XLY Overweight Relative to ONLN
|
TESLA MOTORS INC | 20.2% |
|
HOME DEPOT INC | 4.6% |
|
MCDONALD'S CORP | 4.1% |
|
LOWE'S COS INC | 4.1% |
|
NIKE INC -CL B | 3.7% |
|
BOOKING HOLDINGS INC. | 3.6% |
|
STARBUCKS CORP | 3.4% |
|
TJX COMPANIES INC | 3.3% |
|
O'REILLY AUTOMOTIVE INC | 1.8% |
|
CHIPOTLE MEXICAN GRILL-CL A | 1.6% |
XLY Underweight Relative to ONLN
 |
ALIBABA GROUP HOLDING LTD. SPONSORED | -10.3% |
|
EBAY INC | -6.0% |
 |
PINDUODUO, INC. SPONSORED ADR CLASS | -5.4% |
 |
COUPANG, INC. CLASS A | -4.6% |
|
SEA LTD. (SINGAPORE) SPONSORED ADR C | -4.5% |
|
CARVANA CO. CLASS A | -4.5% |
|
WAYFAIR INC- CLASS A | -4.3% |
|
WILLIAMS-SONOMA INC | -4.0% |
 |
MERCADOLIBRE INC | -3.6% |
|
BUCKLE INC/THE | -3.5% |