Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
39%
OVERLAP
BY WEIGHT
208
# OF OVERLAPPING
HOLDINGS
SPSM
575
HOLDINGS
36%
ALSO IN JHSC
JHSC
494
HOLDINGS
46%
ALSO IN SPSM
SECTOR DRIFT (SPSM minus JHSC)
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 SPSM |
Weight in JHSC |
Overlap | |
|---|---|---|---|---|
 |
LUMEN TECHNOLOGIES, INC. | 0.6% | 0.5% | 0.5% |
|
SANMINA CORP | 0.8% | 0.5% | 0.5% |
|
VIAVI SOLUTIONS INC. | 0.7% | 0.4% | 0.4% |
|
FORMFACTOR INC | 0.6% | 0.4% | 0.4% |
|
JACKSON FINANCIAL INCORPORATION CLASS A | 0.4% | 0.4% | 0.4% |
SPSM Overweight Relative to JHSC
|
MOLINA HEALTHCARE INC | 0.5% |
|
SEMTECH CORP | 0.5% |
|
EASTMAN CHEMICAL COMPANY | 0.5% |
|
MAXLINEAR INC-CLASS A | 0.4% |
|
JOHN BEAN TECHNOLOGIES CORP | 0.4% |
|
LKQ CORP | 0.4% |
|
PAYCOM SOFTWARE INC | 0.4% |
|
VISHAY INTERTECHNOLOGY INC | 0.4% |
|
CARMAX INC | 0.4% |
|
ENPHASE ENERGY INC | 0.4% |
SPSM Underweight Relative to JHSC
|
LITTELFUSE INC | -0.6% |
|
DARLING INTERNATIONAL INC | -0.5% |
|
ARROW ELECTRONICS INC | -0.5% |
|
RYDER SYSTEM INC | -0.5% |
|
CIRRUS LOGIC INC | -0.5% |
|
FIRSTCASH, INC. | -0.5% |
|
IDACORP INC | -0.4% |
|
COMMERCIAL METALS CO | -0.4% |
|
NATIONAL OILWELL VARCO INC | -0.4% |
|
LEAR CORP | -0.4% |