Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
13%
OVERLAP
BY WEIGHT
4
# OF OVERLAPPING
HOLDINGS
SGRT
21
HOLDINGS
19%
ALSO IN FMTM
FMTM
30
HOLDINGS
13%
ALSO IN SGRT
SECTOR DRIFT (SGRT minus FMTM)
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 SGRT |
Weight in FMTM |
Overlap | |
|---|---|---|---|---|
 |
WESTERN DIGITAL CORP | 6.4% | 3.4% | 3.4% |
|
CIENA CORP | 4.7% | 3.3% | 3.3% |
|
VERTIV HOLDINGS CO. CLASS A | 5.2% | 3.3% | 3.3% |
|
ARROW ELECTRONICS INC | 2.7% | 3.3% | 2.7% |
SGRT Overweight Relative to FMTM
|
MICRON TECHNOLOGY INC | 11.7% |
|
ALPHABET INC. CLASS A | 8.2% |
|
ALPHABET INC. CLASS C | 8.2% |
|
LUMENTUM HOLDINGS INC | 6.4% |
|
ADVANCED MICRO DEVICES | 5.9% |
|
NORTHWEST PIPE COMPANY | 4.6% |
|
SANMINA CORP | 4.6% |
|
NUCOR CORP | 4.4% |
|
MYR GROUP INC/DELAWARE | 4.3% |
|
TERADYNE INC | 4.2% |
SGRT Underweight Relative to FMTM
|
DATADOG INC CLASS A | -3.7% |
|
SYNNEX CORP | -3.6% |
|
ASTERA LABS INC | -3.5% |
|
WEST PHARMACEUTICAL SERVICES | -3.4% |
|
CARPENTER TECHNOLOGY | -3.4% |
|
LANDSTAR SYSTEM INC | -3.4% |
 |
TECHNIPFMC PLC | -3.4% |
|
TWILIO, INC. CLASS A | -3.4% |
|
MADISON SQUARE GARDEN CO. CLASS A | -3.4% |
|
CISCO SYSTEMS INC | -3.4% |