Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
14%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
FMTM
30
HOLDINGS
20%
ALSO IN SMCO
SMCO
62
HOLDINGS
10%
ALSO IN FMTM
SECTOR DRIFT (FMTM minus SMCO)
OVERLAPPING HOLDINGS
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| Company | Weight in FMTM |
Weight in SMCO |
Overlap | |
|---|---|---|---|---|
 |
MA-COM TECHNOLOGY SOLUTIONS | 2.8% | 2.7% | 2.7% |
|
NVENT ELECTRIC PLC | 3.1% | 2.7% | 2.7% |
|
SYNNEX CORP | 3.5% | 2.4% | 2.4% |
|
CIENA CORP | 2.7% | 2.2% | 2.2% |
|
WEST PHARMACEUTICAL SERVICES | 3.2% | 2.2% | 2.2% |
FMTM Overweight Relative to SMCO
|
TWILIO, INC. CLASS A | 3.9% |
|
CARPENTER TECHNOLOGY | 3.4% |
|
UNITEDHEALTH GROUP INC | 3.3% |
|
DATADOG INC CLASS A | 3.3% |
|
VIRTU FINANCIAL, INC. CLASS A | 3.3% |
|
CISCO SYSTEMS INC | 3.3% |
|
MADISON SQUARE GARDEN CO. CLASS A | 3.3% |
|
F5 NETWORKS INC | 3.2% |
|
ARROW ELECTRONICS INC | 3.2% |
 |
TECHNIPFMC PLC | 3.2% |
FMTM Underweight Relative to SMCO
|
DYCOM INDUSTRIES INC | -2.8% |
|
MKS INSTRUMENTS INC | -2.6% |
|
CLEAN HARBORS INC | -2.5% |
|
TELEDYNE TECHNOLOGIES INC | -2.2% |
|
IDACORP INC | -2.2% |
|
CULLEN/FROST BANKERS INC | -2.1% |
|
EQT CORP | -2.1% |
|
PRIMO BRANDS CORP-A | -2.1% |
|
YETI HOLDINGS, INC. | -2.0% |
|
AKAMAI TECHNOLOGIES | -1.9% |