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
12%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
UFOD
55
HOLDINGS
15%
ALSO IN SPIT
SPIT
47
HOLDINGS
17%
ALSO IN UFOD
SECTOR DRIFT (UFOD minus SPIT)
OVERLAPPING HOLDINGS
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| Company | Weight in UFOD |
Weight in SPIT |
Overlap | |
|---|---|---|---|---|
 |
AMERICAN SUPERCONDUCTOR CORPORATION | 2.8% | 1.8% | 1.8% |
|
BLOOM ENERGY CORPORATION CLASS A | 1.8% | 1.9% | 1.8% |
|
AEROVIRONMENT INC | 2.1% | 1.6% | 1.6% |
|
KRATOS DEFENSE & SECURITY | 2.9% | 1.6% | 1.6% |
|
MP MATERIALS CORP CLASS A | 1.9% | 1.5% | 1.5% |
UFOD Overweight Relative to SPIT
|
AMENTUM HOLDINGS INC | 4.3% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 3.5% |
|
IONQ, INC. | 3.4% |
|
QUANTA SERVICES INC | 2.6% |
|
LOCKHEED MARTIN CORP | 2.6% |
|
MATERION CORP | 2.4% |
|
KEYSIGHT TECHNOLOGIES INC | 2.4% |
|
COHERENT INC | 2.2% |
 |
NOKIA CORP-SPON ADR | 2.2% |
|
GE VERONA | 2.2% |
UFOD Underweight Relative to SPIT
|
TETRA TECHNOLOGIES INC | -4.5% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -4.2% |
|
GUARDANT HEALTH, INC. | -4.2% |
|
AMAZON.COM INC | -3.8% |
|
CORCEPT THERAPEUTICS INC | -3.2% |
|
CARDINAL INFRASTRUCTURE GR-A | -2.9% |
|
MODINE MANUFACTURING CO | -2.9% |
 |
LIVANOVA PLC | -2.8% |
|
SOLARIS OILFIELD INFRASTRUCTURE, INC | -2.7% |
|
ARLO TECHNOLOGIES, INC. | -2.7% |