Fund Overlap

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


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OVERLAP
45%

OVERLAP
BY WEIGHT
366

# OF OVERLAPPING
HOLDINGS
JMEE
631
HOLDINGS
61%
ALSO IN SMDX
SMDX
524
HOLDINGS
71%
ALSO IN JMEE
SECTOR DRIFT (JMEE minus SMDX)
OVERLAPPING HOLDINGS

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Company Weight
in JMEE
Weight
in SMDX
Overlap
UNITED THERAPEUTICS CORP 0.7% 0.8% 0.7%
NVENT ELECTRIC PLC 0.6% 1.0% 0.6%
MASTEC INC 0.5% 0.5% 0.5%
WOODWARD INC 0.6% 0.5% 0.5%
CASEY'S GENERAL STORES INC 0.5% 0.6% 0.5%
JMEE Overweight Relative to SMDX
CIENA CORP 0.7%
TWILIO, INC. CLASS A 0.6%
FLEXTRONICS INTL LTD 0.5%
RBC BEARINGS INC 0.4%
DYCOM INDUSTRIES INC 0.4%
OKTA, INC. CLASS A 0.4%
MUELLER INDUSTRIES INC 0.4%
NUTANIX, INC. CLASS A 0.4%
WATTS WATER TECHNOLOGIES-A 0.4%
DONALDSON CO INC 0.4%
JMEE Underweight Relative to SMDX
COHERENT INC -1.2%
JONES LANG LASALLE INC -1.0%
UNIVERSAL DISPLAY CORP -0.8%
LAMAR ADVERTISING COMPANY CLASS A -0.8%
EPR PROPERTIES -0.7%
EAST WEST BANCORP INC -0.7%
ORMAT TECHNOLOGIES INC -0.7%
TENET HEALTHCARE CORP -0.6%
ANTERO MIDSTREAM CORP. -0.6%
AAR CORP -0.6%
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