Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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7
Number of overlapping holdings
19.4%
% of YUMY's 43 holdings also in FTAG
14.3%
% of FTAG's 51 holdings also in YUMY
Overlap by Weight
Sector Drift (YUMY minus FTAG)
Overlapping Holdings
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| Company | Weight in YUMY |
Weight in FTAG |
Overlap | |
|---|---|---|---|---|
 |
DEERE & CO | 6.4% | 9.7% | 6.4% |
|
CORTEVA INC | 5.3% | 6.9% | 5.3% |
|
BUNGE LTD | 5.7% | 3.2% | 3.2% |
 |
KUBOTA CORP | 2.4% | 3.6% | 2.4% |
|
FMC CORP | 3.4% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
YUMY Overweight Relative to FTAG
|
INGREDION INC | 6.2% |
 |
NUTRIEN LTD. | 4.5% |
 |
NOVOZYMES A/S-B SHARES | 4.1% |
 |
GIVAUDAN-REG | 3.9% |
 |
KERRY GROUP PLC-A | 3.3% |
 |
SYMRISE AG | 3.2% |
|
VALMONT INDUSTRIES | 3.0% |
|
BALL CORP | 2.9% |
 |
DANONE | 2.9% |
|
ARCHER-DANIELS-MIDLAND CO | 2.8% |
YUMY Underweight Relative to FTAG
|
BAYER AG | -9.6% |
|
BASF SE | -8.2% |
 |
MAHINDRA & MAHINDRA LTD. | -4.5% |
|
NUTRIEN LTD. | -4.5% |
 |
INDUSTRIES QATAR | -4.3% |
 |
CNH INDUSTRIAL NV | -3.4% |
 |
WILMAR INTERNATIONAL LTD | -3.4% |
|
DEERE & CO | -3.3% |
|
CF INDUSTRIES HOLDINGS INC | -3.0% |
|
MOSAIC CO/THE | -2.4% |