Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
55%
OVERLAP
BY WEIGHT
188
# OF OVERLAPPING
HOLDINGS
MDY
383
HOLDINGS
49%
ALSO IN SMOX
SMOX
284
HOLDINGS
66%
ALSO IN MDY
SECTOR DRIFT (MDY minus SMOX)
OVERLAPPING HOLDINGS
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| Company | Weight in MDY |
Weight in SMOX |
Overlap | |
|---|---|---|---|---|
 |
REGAL BELOIT CORP | 1.2% | 1.2% | 1.2% |
|
TWILIO, INC. CLASS A | 1.0% | 1.2% | 1.0% |
|
CURTISS-WRIGHT CORP | 0.8% | 1.2% | 0.8% |
 |
TECHNIPFMC PLC | 0.8% | 1.2% | 0.8% |
|
NVENT ELECTRIC PLC | 0.8% | 1.0% | 0.8% |
MDY Overweight Relative to SMOX
 |
FLEXTRONICS INTL LTD | 1.7% |
|
STERLING CONSTRUCTION CO | 0.8% |
|
CARPENTER TECHNOLOGY | 0.7% |
|
PURE STORAGE, INC. CLASS A | 0.7% |
|
MASTEC INC | 0.7% |
 |
FABRINET | 0.7% |
|
ENTEGRIS INC | 0.6% |
|
LATTICE SEMICONDUCTOR CORP | 0.6% |
|
WESCO INTERNATIONAL INC | 0.5% |
|
XPO LOGISTICS INC | 0.5% |
MDY Underweight Relative to SMOX
|
COHERENT INC | -1.7% |
|
CASEY'S GENERAL STORES INC | -1.3% |
|
SYNNEX CORP | -0.6% |
 |
ENCANA CORP | -0.6% |
|
PINNACLE FINANCIAL PARTNERS | -0.5% |
|
SEMTECH CORP | -0.5% |
|
FIRSTCASH, INC. | -0.5% |
|
STONEX GROUP INC | -0.4% |
|
UNITED THERAPEUTICS CORP | -0.4% |
|
ALCOA CORP. | -0.4% |