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
28%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
SNPG
88
HOLDINGS
12%
ALSO IN STRN
STRN
24
HOLDINGS
42%
ALSO IN SNPG
SECTOR DRIFT (SNPG minus STRN)
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 SNPG |
Weight in STRN |
Overlap | |
|---|---|---|---|---|
 |
ELI LILLY & CO | 7.1% | 7.8% | 7.1% |
|
ALPHABET INC. CLASS A | 4.8% | 4.8% | 4.8% |
|
ALPHABET INC. CLASS C | 4.0% | 4.8% | 4.0% |
|
MICRON TECHNOLOGY INC | 10.4% | 3.1% | 3.1% |
|
LAM RESEARCH CORP | 4.0% | 2.7% | 2.7% |
SNPG Overweight Relative to STRN
|
MICRON TECHNOLOGY INC | 7.2% |
|
MICROSOFT CORP | 7.2% |
|
NVIDIA CORP | 6.6% |
|
APPLIED MATERIALS INC | 4.0% |
|
CATERPILLAR INC | 3.7% |
|
KLA CORPORATION | 2.8% |
|
NETFLIX INC | 2.7% |
|
VISA INC. CLASS A | 2.5% |
|
GE VERONA | 2.4% |
|
MASTERCARD INCORPORATED CLASS A | 2.2% |
SNPG Underweight Relative to STRN
|
HOWMET AEROSPACE INC. | -7.7% |
|
WELLTOWER, INC. | -7.0% |
|
VERTIV HOLDINGS CO. CLASS A | -6.4% |
|
ROSS STORES INC | -6.0% |
|
SOUTHERN COPPER CORP | -5.6% |
|
COMFORT SYSTEMS USA INC | -5.5% |
|
DATADOG INC CLASS A | -4.7% |
|
ASTERA LABS INC | -3.7% |
|
MORGAN STANLEY | -3.5% |
|
DELL TECHNOLOGIES INC CLASS C | -3.3% |