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
11%
OVERLAP
BY WEIGHT
30
# OF OVERLAPPING
HOLDINGS
MDY
383
HOLDINGS
8%
ALSO IN SMCO
SMCO
62
HOLDINGS
48%
ALSO IN MDY
SECTOR DRIFT (MDY 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 MDY |
Weight in SMCO |
Overlap | |
|---|---|---|---|---|
 |
NVENT ELECTRIC PLC | 0.8% | 2.7% | 0.8% |
|
MA-COM TECHNOLOGY SOLUTIONS | 0.7% | 2.9% | 0.7% |
|
MKS INSTRUMENTS INC | 0.6% | 2.8% | 0.6% |
|
ENTEGRIS INC | 0.6% | 1.7% | 0.6% |
|
BURLINGTON STORES INC | 0.6% | 1.9% | 0.6% |
MDY Overweight Relative to SMCO
 |
FLEXTRONICS INTL LTD | 1.6% |
|
REGAL BELOIT CORP | 1.1% |
|
TWILIO, INC. CLASS A | 0.9% |
 |
TECHNIPFMC PLC | 0.8% |
|
CURTISS-WRIGHT CORP | 0.8% |
|
STERLING CONSTRUCTION CO | 0.8% |
|
XPO LOGISTICS INC | 0.7% |
|
PURE STORAGE, INC. CLASS A | 0.7% |
|
ILLUMINA INC | 0.7% |
|
UNITED THERAPEUTICS CORP | 0.7% |
MDY Underweight Relative to SMCO
|
DYCOM INDUSTRIES INC | -2.6% |
|
CIENA CORP | -2.6% |
|
TELEDYNE TECHNOLOGIES INC | -2.3% |
|
PRIMO BRANDS CORP-A | -2.2% |
|
WEST PHARMACEUTICAL SERVICES | -2.2% |
|
MKS INSTRUMENTS INC | -2.2% |
|
MA-COM TECHNOLOGY SOLUTIONS | -2.2% |
|
EQT CORP | -2.1% |
|
CLEAN HARBORS INC | -2.0% |
|
IDACORP INC | -1.9% |