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
17%
OVERLAP
BY WEIGHT
43
# OF OVERLAPPING
HOLDINGS
IJT
352
HOLDINGS
13%
ALSO IN JSMD
JSMD
122
HOLDINGS
39%
ALSO IN IJT
SECTOR DRIFT (IJT minus JSMD)
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 IJT |
Weight in JSMD |
Overlap | |
|---|---|---|---|---|
 |
ARGAN INC | 1.1% | 1.2% | 1.1% |
|
POWELL INDUSTRIES INC | 0.9% | 1.7% | 0.9% |
|
KRYSTAL BIOTECH, INC. | 0.9% | 1.0% | 0.9% |
|
RYMAN HOSPITALITY PROPERTIES | 0.9% | 1.8% | 0.9% |
|
STONEX GROUP INC | 0.9% | 0.8% | 0.8% |
IJT Overweight Relative to JSMD
|
SANMINA CORP | 1.7% |
|
VIAVI SOLUTIONS INC. | 1.3% |
|
VIASAT INC | 1.3% |
|
SEMTECH CORP | 1.2% |
|
FORMFACTOR INC | 1.1% |
|
EVERUS CONSTRUCTION GROUP | 0.9% |
|
ESCO TECHNOLOGIES INC | 0.9% |
|
MYR GROUP INC/DELAWARE | 0.8% |
|
JOHN BEAN TECHNOLOGIES CORP | 0.8% |
|
ZURN WATER SOLUTIONS CORPORATION | 0.8% |
IJT Underweight Relative to JSMD
|
COMFORT SYSTEMS USA INC | -4.5% |
|
BLOOM ENERGY CORPORATION CLASS A | -2.7% |
|
JABIL CIRCUIT INC | -2.5% |
 |
FABRINET | -1.9% |
|
STERLING CONSTRUCTION CO | -1.7% |
|
TAPESTRY, INC. | -1.6% |
|
GRIFFON CORPORATION | -1.5% |
|
EMCOR GROUP INC | -1.4% |
|
BRINK'S CO/THE | -1.4% |
|
EXELIXIS INC | -1.4% |