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
15%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
SMRI
50
HOLDINGS
16%
ALSO IN UPGD
UPGD
50
HOLDINGS
16%
ALSO IN SMRI
SECTOR DRIFT (SMRI minus UPGD)
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 SMRI |
Weight in UPGD |
Overlap | |
|---|---|---|---|---|
 |
SNAP-ON INC | 2.1% | 2.1% | 2.1% |
|
NETAPP INC | 2.1% | 2.1% | 2.1% |
|
F5 NETWORKS INC | 2.1% | 2.0% | 2.0% |
|
AIRBNB, INC. CLASS A | 2.0% | 1.9% | 1.9% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLASS A | 1.8% | 2.2% | 1.8% |
SMRI Overweight Relative to UPGD
|
DELL TECHNOLOGIES INC CLASS C | 2.6% |
|
TENET HEALTHCARE CORP | 2.5% |
|
NRG ENERGY INC | 2.4% |
|
ROYALTY PHARMA PLC CLASS A | 2.3% |
|
DEVON ENERGY CORPORATION | 2.3% |
|
AMGEN INC | 2.3% |
|
DIAMONDBACK ENERGY INC | 2.3% |
|
COTERRA ENERGY INC. | 2.3% |
|
MERCK & CO. INC. | 2.2% |
|
CHEVRON CORP | 2.2% |
SMRI Underweight Relative to UPGD
|
FAIR ISAAC CORP | -2.7% |
|
INTL BUSINESS MACHINES CORP | -2.3% |
|
CATERPILLAR INC | -2.3% |
|
CLOUDFLARE INC CLASS A | -2.2% |
|
C.H. ROBINSON WORLDWIDE INC | -2.2% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -2.2% |
|
CARVANA CO. CLASS A | -2.2% |
|
WATERS CORP | -2.1% |
|
CUMMINS INC | -2.1% |
|
UNITED RENTALS INC | -2.1% |