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
20%
OVERLAP
BY WEIGHT
43
# OF OVERLAPPING
HOLDINGS
TRFM
245
HOLDINGS
18%
ALSO IN TSNF
TSNF
126
HOLDINGS
35%
ALSO IN TRFM
SECTOR DRIFT (TRFM minus TSNF)
OVERLAPPING HOLDINGS
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| Company | Weight in TRFM |
Weight in TSNF |
Overlap | |
|---|---|---|---|---|
 |
MARVELL TECHNOLOGY, INC. | 1.4% | 2.4% | 1.4% |
|
MICRON TECHNOLOGY INC | 1.3% | 1.8% | 1.3% |
|
ADVANCED MICRO DEVICES | 1.3% | 1.2% | 1.2% |
|
LAM RESEARCH CORP | 0.8% | 1.1% | 0.8% |
|
TEXAS INSTRUMENTS INC | 0.8% | 0.9% | 0.8% |
TRFM Overweight Relative to TSNF
|
SANDISK CORP | 1.4% |
|
DELL TECHNOLOGIES INC CLASS C | 1.3% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 1.1% |
|
WESTERN DIGITAL CORP | 1.0% |
|
BLOOM ENERGY CORPORATION CLASS A | 0.9% |
 |
ARM HOLDINGS PLC | 0.9% |
|
DATADOG INC CLASS A | 0.9% |
|
CIENA CORP | 0.8% |
|
PALO ALTO NETWORKS INC | 0.8% |
|
COHERENT INC | 0.8% |
TRFM Underweight Relative to TSNF
|
IRIDIUM COMMUNICATIONS INC. | -1.5% |
|
PLANET LABS PBC CLASS A | -1.4% |
|
INTEL CORP | -1.4% |
 |
HUT 8 CORP | -1.4% |
|
INTUITIVE MACHINES INC | -1.1% |
|
INNODATA ISOGEN INC | -1.1% |
|
VIASAT INC | -1.0% |
|
MARVELL TECHNOLOGY, INC. | -1.0% |
|
UNITI GROUP INC | -1.0% |
|
EQUINIX INC | -1.0% |