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
14%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
SMDV
105
HOLDINGS
15%
ALSO IN XSHD
XSHD
56
HOLDINGS
29%
ALSO IN SMDV
SECTOR DRIFT (SMDV minus XSHD)
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 SMDV |
Weight in XSHD |
Overlap | |
|---|---|---|---|---|
 |
UNIVERSAL CORP/VA | 1.0% | 1.8% | 1.0% |
|
NORTHWEST NATURAL GAS CO | 1.0% | 1.7% | 1.0% |
|
UNITIL CORP | 1.0% | 1.0% | 1.0% |
|
AVISTA CORP | 1.0% | 1.6% | 1.0% |
|
UNIVERSAL HEALTH RLTY INCOME | 0.9% | 2.2% | 0.9% |
SMDV Overweight Relative to XSHD
|
INSPERITY INC | 1.1% |
|
COMMUNITY HEALTHCARE TRUST, INC. | 1.0% |
|
MATTHEWS INTL CORP-CL A | 1.0% |
|
MATSON INC | 1.0% |
|
HORACE MANN EDUCATORS | 1.0% |
|
ANDERSONS INC/THE | 1.0% |
|
AMERISAFE INC | 1.0% |
|
BANCORPSOUTH BANK | 1.0% |
|
GORMAN-RUPP CO | 1.0% |
|
LANCASTER COLONY CORP | 1.0% |
SMDV Underweight Relative to XSHD
|
GLOBAL NET LEASE INC | -3.6% |
|
INNOVATIVE INDUSTRIAL PROPERTIES INC | -3.2% |
|
ARMADA HOFFLER PROPERTIES IN | -3.0% |
|
BRANDYWINE REALTY TRUST | -2.9% |
|
ARBOR REALTY TRUST INC | -2.9% |
|
DELUXE CORP | -2.9% |
|
READY CAPITAL CORPORATION | -2.6% |
|
FRANKLIN BSP REALTY TRUST, INC. | -2.6% |
|
ETHAN ALLEN INTERIORS INC | -2.6% |
|
KENNEDY-WILSON HOLDINGS INC | -2.5% |