Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
24%
OVERLAP
BY WEIGHT
40
# OF OVERLAPPING
HOLDINGS
JSMD
108
HOLDINGS
17%
ALSO IN FSGS
FSGS
101
HOLDINGS
40%
ALSO IN JSMD
SECTOR DRIFT (JSMD minus FSGS)
OVERLAPPING HOLDINGS
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| Company | Weight in JSMD |
Weight in FSGS |
Overlap | |
|---|---|---|---|---|
 |
COMFORT SYSTEMS USA INC | 2.1% | 1.2% | 1.2% |
|
INCYTE CORP | 4.0% | 1.2% | 1.2% |
|
NEUROCRINE BIOSCIENCES INC | 3.7% | 1.1% | 1.1% |
|
NEW YORK TIMES CO -CL A | 1.0% | 1.2% | 1.0% |
|
ENSIGN GROUP INC/THE | 2.5% | 1.0% | 1.0% |
JSMD Overweight Relative to FSGS
|
MEDPACE HOLDINGS, INC. | 3.8% |
|
HEICO CORP | 3.2% |
|
INCYTE CORP | 2.8% |
|
BENTLEY SYSTEMS, INCORPORATED CLASS | 2.7% |
|
NEUROCRINE BIOSCIENCES INC | 2.6% |
 |
FABRINET | 2.3% |
|
CHARLES RIVER LABORATORIES | 2.1% |
|
CORCEPT THERAPEUTICS INC | 1.8% |
|
EPAM SYSTEMS INC | 1.7% |
|
EAGLE MATERIALS INC | 1.6% |
JSMD Underweight Relative to FSGS
|
FLOWSERVE CORP | -1.4% |
|
CACTUS, INC. CLASS A | -1.3% |
|
WOODWARD INC | -1.2% |
|
VERIFONE HOLDINGS INC | -1.2% |
|
OCEANEERING INTL INC | -1.2% |
|
BLACKLINE, INC. | -1.2% |
|
STIFEL FINANCIAL CORP | -1.1% |
|
EXELIXIS INC | -1.1% |
|
MERCURY GENERAL CORP | -1.1% |
|
RALPH LAUREN CORP | -1.1% |