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
10%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
LSAF
100
HOLDINGS
10%
ALSO IN SMCO
SMCO
63
HOLDINGS
16%
ALSO IN LSAF
SECTOR DRIFT (LSAF minus SMCO)
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 LSAF |
Weight in SMCO |
Overlap | |
|---|---|---|---|---|
 |
SYNNEX CORP | 1.6% | 1.6% | 1.6% |
|
YETI HOLDINGS, INC. | 1.2% | 1.8% | 1.2% |
|
WEST PHARMACEUTICAL SERVICES | 1.2% | 2.4% | 1.2% |
|
RELIANCE STEEL & ALUMINUM | 1.2% | 1.5% | 1.2% |
|
PERKINELMER INC | 1.0% | 1.0% | 1.0% |
LSAF Overweight Relative to SMCO
|
WESTERN DIGITAL CORP | 2.5% |
|
DELL TECHNOLOGIES INC CLASS C | 2.3% |
|
ON SEMICONDUCTOR CORPORATION | 1.8% |
|
CROCS INC | 1.3% |
|
VIRTU FINANCIAL, INC. CLASS A | 1.3% |
|
F5 NETWORKS INC | 1.2% |
|
CREDIT ACCEPTANCE CORP | 1.2% |
|
BORGWARNER INC | 1.2% |
|
VOYA FINANCIAL INC | 1.2% |
|
MIDDLEBY CORP | 1.2% |
LSAF Underweight Relative to SMCO
|
CLEAN HARBORS INC | -2.9% |
|
CULLEN/FROST BANKERS INC | -2.6% |
|
HEALTHEQUITY INC | -2.5% |
|
EQT CORP | -2.4% |
|
IDACORP INC | -2.2% |
 |
STERIS PLC | -2.1% |
|
NVENT ELECTRIC PLC | -2.1% |
|
RADNET INC | -2.1% |
|
PRIMO BRANDS CORP-A | -2.1% |
|
FRESHPET INC | -2.0% |