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
20%
OVERLAP
BY WEIGHT
20
# OF OVERLAPPING
HOLDINGS
MCOW
78
HOLDINGS
25%
ALSO IN OUSM
OUSM
108
HOLDINGS
19%
ALSO IN MCOW
SECTOR DRIFT (MCOW minus OUSM)
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 MCOW |
Weight in OUSM |
Overlap | |
|---|---|---|---|---|
 |
INTERDIGITAL INC | 2.1% | 1.8% | 1.8% |
|
LINCOLN ELECTRIC HOLDINGS | 1.7% | 2.2% | 1.7% |
|
GRACO INC | 1.6% | 1.7% | 1.6% |
|
MUELLER INDUSTRIES INC | 2.2% | 1.4% | 1.4% |
|
H&R BLOCK INC | 1.3% | 1.3% | 1.3% |
MCOW Overweight Relative to OUSM
|
DOCUSIGN, INC. | 4.6% |
|
MANHATTAN ASSOCIATES INC | 4.3% |
|
MEDPACE HOLDINGS, INC. | 4.3% |
|
EXELIXIS INC | 3.5% |
|
OKTA, INC. CLASS A | 3.0% |
|
LATTICE SEMICONDUCTOR CORP | 3.0% |
|
QUALYS INC | 2.7% |
 |
JAZZ PHARMACEUTICALS PLC | 2.3% |
 |
TECHNIPFMC PLC | 2.3% |
|
RAMBUS INC | 2.3% |
MCOW Underweight Relative to OUSM
|
BADGER METER INC | -2.3% |
|
CONCENTRA GROUP HOLDINGS PAR | -2.3% |
|
HASBRO INC | -2.2% |
|
ENCOMPASS HEALTH CORPORATION | -2.2% |
|
SMITH (A.O.) CORP | -2.2% |
|
SKYWORKS SOLUTIONS INC | -2.0% |
|
AMDOCS LTD | -2.0% |
|
UNIVERSAL HEALTH SERVICES-B | -2.0% |
|
JACK HENRY & ASSOCIATES, INC. | -2.0% |
|
PRIMERICA INC | -1.9% |