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
16%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
SMRI
45
HOLDINGS
18%
ALSO IN UPGD
UPGD
50
HOLDINGS
16%
ALSO IN SMRI
SECTOR DRIFT (SMRI minus UPGD)
OVERLAPPING HOLDINGS
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| Company | Weight in SMRI |
Weight in UPGD |
Overlap | |
|---|---|---|---|---|
 |
ZOOM VIDEO COMMUNICATIONS, INC. CLASS A | 2.1% | 2.2% | 2.1% |
|
NETAPP INC | 2.1% | 2.1% | 2.1% |
|
SNAP-ON INC | 2.2% | 2.1% | 2.1% |
|
F5 NETWORKS INC | 2.2% | 2.0% | 2.0% |
|
DOCUSIGN, INC. | 2.2% | 1.9% | 1.9% |
SMRI Overweight Relative to UPGD
|
SCHLUMBERGER LTD | 2.6% |
|
VALERO ENERGY CORP | 2.5% |
|
PULTE HOMES INC | 2.4% |
|
HUMANA INC | 2.3% |
|
CARLISLE COS INC | 2.3% |
|
CHEVRON CORP | 2.3% |
|
INCYTE CORP | 2.3% |
|
MARATHON PETROLEUM | 2.3% |
|
NEWMONT MINING CORP | 2.3% |
|
TOLL BROTHERS INC | 2.3% |
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% |