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
FMTM
30
HOLDINGS
20%
ALSO IN ARWG
ARWG
39
HOLDINGS
15%
ALSO IN FMTM
SECTOR DRIFT (FMTM minus ARWG)
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 FMTM |
Weight in ARWG |
Overlap | |
|---|---|---|---|---|
 |
DATADOG INC CLASS A | 3.7% | 2.7% | 2.7% |
|
WESTERN DIGITAL CORP | 3.4% | 2.5% | 2.5% |
|
WEST PHARMACEUTICAL SERVICES | 3.4% | 2.4% | 2.4% |
|
VIRTU FINANCIAL, INC. CLASS A | 3.3% | 2.4% | 2.4% |
|
NVENT ELECTRIC PLC | 3.3% | 2.3% | 2.3% |
FMTM Overweight Relative to ARWG
|
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% |
FMTM Underweight Relative to ARWG
|
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% |