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
OVERLAP
15%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
ARWG
39
HOLDINGS
15%
ALSO IN FMTM
FMTM
30
HOLDINGS
20%
ALSO IN ARWG
SECTOR DRIFT (ARWG minus FMTM)
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 ARWG |
Weight in FMTM |
Overlap | |
|---|---|---|---|---|
 |
DATADOG INC CLASS A | 2.7% | 3.7% | 2.7% |
|
WESTERN DIGITAL CORP | 2.5% | 3.4% | 2.5% |
|
WEST PHARMACEUTICAL SERVICES | 2.4% | 3.4% | 2.4% |
|
VIRTU FINANCIAL, INC. CLASS A | 2.4% | 3.3% | 2.4% |
|
NVENT ELECTRIC PLC | 2.3% | 3.3% | 2.3% |
ARWG Overweight Relative to FMTM
|
RXO, INC. | 3.2% |
|
UNITY SOFTWARE, INC. | 2.9% |
|
ATLASSIAN CORP. CLASS A | 2.8% |
|
AXON ENTERPRISE INC | 2.8% |
|
PAPA MURPHY'S HOLDINGS INC | 2.7% |
|
LAM RESEARCH CORP | 2.6% |
|
CENTENE CORP | 2.6% |
|
SANDISK CORP | 2.6% |
|
NUCOR CORP | 2.6% |
|
MKS INSTRUMENTS INC | 2.6% |
ARWG Underweight Relative to FMTM
|
SYNNEX CORP | -3.6% |
|
ASTERA LABS INC | -3.5% |
|
CARPENTER TECHNOLOGY | -3.4% |
|
LANDSTAR SYSTEM INC | -3.4% |
 |
TECHNIPFMC PLC | -3.4% |
|
TWILIO, INC. CLASS A | -3.4% |
|
MADISON SQUARE GARDEN CO. CLASS A | -3.4% |
|
CISCO SYSTEMS INC | -3.4% |
|
LATTICE SEMICONDUCTOR CORP | -3.3% |
|
CIENA CORP | -3.3% |