Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
12%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
GRNJ
58
HOLDINGS
12%
ALSO IN CSMD
CSMD
43
HOLDINGS
17%
ALSO IN GRNJ
SECTOR DRIFT (GRNJ minus CSMD)
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 GRNJ |
Weight in CSMD |
Overlap | |
|---|---|---|---|---|
 |
COMFORT SYSTEMS USA INC | 1.9% | 6.6% | 1.9% |
|
CARPENTER TECHNOLOGY | 1.8% | 2.6% | 1.8% |
|
STERLING CONSTRUCTION CO | 1.8% | 6.2% | 1.8% |
|
CURTISS-WRIGHT CORP | 1.8% | 4.1% | 1.8% |
|
VALMONT INDUSTRIES | 1.7% | 3.2% | 1.7% |
GRNJ Overweight Relative to CSMD
|
UNITED THERAPEUTICS CORP | 2.1% |
 |
NEBIUS GROUP NV | 2.1% |
|
HF SINCLAIR CORPORATION | 2.1% |
|
DOMINO'S PIZZA INC | 2.0% |
|
DT MIDSTREAM, INC. | 1.9% |
|
UIPATH INC CLASS A | 1.9% |
|
MP MATERIALS CORP CLASS A | 1.8% |
|
HUNTINGTON INGALLS INDUSTRIE | 1.8% |
|
BLOOM ENERGY CORPORATION CLASS A | 1.8% |
 |
FABRINET | 1.8% |
GRNJ Underweight Relative to CSMD
|
COMFORT SYSTEMS USA INC | -4.7% |
|
STERLING CONSTRUCTION CO | -4.4% |
|
NVENT ELECTRIC PLC | -3.8% |
|
RAMBUS INC | -3.0% |
|
BJ'S WHOLESALE CLUB HOLDINGS, INC. | -3.0% |
|
PENUMBRA, INC. | -3.0% |
|
PRESTIGE BRANDS HOLDINGS INC | -2.5% |
|
RANGE RESOURCES CORP | -2.5% |
|
TRACTOR SUPPLY COMPANY | -2.4% |
|
PTC INC. | -2.4% |