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

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% |