Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
45%
OVERLAP
BY WEIGHT
366
# OF OVERLAPPING
HOLDINGS
SMDX
524
HOLDINGS
71%
ALSO IN JMEE
JMEE
631
HOLDINGS
61%
ALSO IN SMDX
SECTOR DRIFT (SMDX minus JMEE)
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 SMDX |
Weight in JMEE |
Overlap | |
|---|---|---|---|---|
 |
UNITED THERAPEUTICS CORP | 0.8% | 0.7% | 0.7% |
|
NVENT ELECTRIC PLC | 1.0% | 0.6% | 0.6% |
|
MASTEC INC | 0.5% | 0.5% | 0.5% |
|
WOODWARD INC | 0.5% | 0.6% | 0.5% |
|
CASEY'S GENERAL STORES INC | 0.6% | 0.5% | 0.5% |
SMDX Overweight Relative to JMEE
|
COHERENT INC | 1.2% |
|
JONES LANG LASALLE INC | 1.0% |
|
UNIVERSAL DISPLAY CORP | 0.8% |
|
LAMAR ADVERTISING COMPANY CLASS A | 0.8% |
|
EPR PROPERTIES | 0.7% |
|
EAST WEST BANCORP INC | 0.7% |
|
ORMAT TECHNOLOGIES INC | 0.7% |
|
TENET HEALTHCARE CORP | 0.6% |
|
ANTERO MIDSTREAM CORP. | 0.6% |
|
AAR CORP | 0.6% |
SMDX Underweight Relative to JMEE
|
CIENA CORP | -0.7% |
|
TWILIO, INC. CLASS A | -0.6% |
 |
FLEXTRONICS INTL LTD | -0.5% |
|
RBC BEARINGS INC | -0.4% |
|
DYCOM INDUSTRIES INC | -0.4% |
|
OKTA, INC. CLASS A | -0.4% |
|
MUELLER INDUSTRIES INC | -0.4% |
|
WATTS WATER TECHNOLOGIES-A | -0.4% |
|
NUTANIX, INC. CLASS A | -0.4% |
|
DONALDSON CO INC | -0.4% |