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
24%
OVERLAP
BY WEIGHT
24
# OF OVERLAPPING
HOLDINGS
MCOW
80
HOLDINGS
30%
ALSO IN JSMD
JSMD
108
HOLDINGS
10%
ALSO IN MCOW
SECTOR DRIFT (MCOW minus JSMD)
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 MCOW |
Weight in JSMD |
Overlap | |
|---|---|---|---|---|
 |
MEDPACE HOLDINGS, INC. | 3.6% | 3.8% | 3.6% |
|
DOXIMITY, INC. CLASS A | 2.1% | 2.2% | 2.1% |
|
NEUROCRINE BIOSCIENCES INC | 2.1% | 3.7% | 2.1% |
|
COMFORT SYSTEMS USA INC | 4.7% | 2.1% | 2.1% |
|
LATTICE SEMICONDUCTOR CORP | 2.7% | 1.6% | 1.6% |
MCOW Overweight Relative to JSMD
|
DOCUSIGN, INC. | 4.2% |
|
PURE STORAGE, INC. CLASS A | 3.9% |
|
MANHATTAN ASSOCIATES INC | 3.4% |
|
RAMBUS INC | 3.2% |
|
COMFORT SYSTEMS USA INC | 2.6% |
|
GRACO INC | 2.2% |
|
DT MIDSTREAM, INC. | 2.0% |
|
EXELIXIS INC | 2.0% |
 |
JAZZ PHARMACEUTICALS PLC | 1.8% |
 |
RB GLOBAL | 1.7% |
MCOW Underweight Relative to JSMD
|
INCYTE CORP | -4.0% |
|
HEICO CORP | -3.2% |
|
BENTLEY SYSTEMS, INCORPORATED CLASS | -2.7% |
|
ENSIGN GROUP INC/THE | -2.5% |
|
HALOZYME THERAPEUTICS INC | -2.4% |
 |
FABRINET | -2.3% |
|
CHARLES RIVER LABORATORIES | -2.1% |
|
CORCEPT THERAPEUTICS INC | -1.8% |
|
EPAM SYSTEMS INC | -1.7% |
|
NEUROCRINE BIOSCIENCES INC | -1.6% |