Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
TMFM
34
HOLDINGS
24%
ALSO IN TMFG
TMFG
40
HOLDINGS
20%
ALSO IN TMFM
SECTOR DRIFT (TMFM minus TMFG)
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 TMFM |
Weight in TMFG |
Overlap | |
|---|---|---|---|---|
 |
STONEX GROUP INC | 4.5% | 4.0% | 4.0% |
|
AXON ENTERPRISE INC | 4.4% | 2.9% | 2.9% |
|
FASTENAL CO | 2.6% | 2.7% | 2.6% |
|
DEXCOM INC | 5.1% | 2.3% | 2.3% |
|
WATERS CORP | 3.9% | 2.0% | 2.0% |
TMFM Overweight Relative to TMFG
|
HEALTHEQUITY INC | 5.5% |
|
GXO LOGISTICS INC | 5.0% |
|
WEST PHARMACEUTICAL SERVICES | 4.9% |
|
GUIDEWIRE SOFTWARE INC | 4.3% |
|
TOAST, INC. CLASS A | 4.3% |
|
BROWN & BROWN INC | 4.1% |
|
DATADOG INC CLASS A | 4.1% |
|
BROADRIDGE FINANCIAL SOLUTIO | 3.9% |
|
TYLER TECHNOLOGIES INC | 3.8% |
|
QXO INC | 3.7% |
TMFM Underweight Relative to TMFG
 |
INTL CONTAINER TERM SVCS INC | -7.4% |
|
ALPHABET INC. CLASS C | -7.2% |
|
AMAZON.COM INC | -6.0% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -4.4% |
|
MASTERCARD INCORPORATED CLASS A | -4.1% |
 |
WASTE CONNECTIONS, INC. | -3.9% |
|
COSTCO WHOLESALE CORP | -3.5% |
|
EQUINIX INC | -3.4% |
 |
NINTENDO CO LTD | -2.9% |
 |
AON PLC CLASS A | -2.7% |