Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
11%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
UFOD
55
HOLDINGS
15%
ALSO IN SPIT
SPIT
47
HOLDINGS
17%
ALSO IN UFOD
SECTOR DRIFT (UFOD minus SPIT)
OVERLAPPING HOLDINGS
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| Company | Weight in UFOD |
Weight in SPIT |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 1.7% | 1.8% | 1.7% |
|
AMERICAN SUPERCONDUCTOR CORPORATION | 2.4% | 1.5% | 1.5% |
|
AEROVIRONMENT INC | 1.9% | 1.5% | 1.5% |
|
KRATOS DEFENSE & SECURITY | 2.7% | 1.5% | 1.5% |
|
MP MATERIALS CORP CLASS A | 1.8% | 1.4% | 1.4% |
UFOD Overweight Relative to SPIT
|
AMENTUM HOLDINGS INC | 4.2% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 3.1% |
|
IONQ, INC. | 2.7% |
|
LOCKHEED MARTIN CORP | 2.6% |
|
QUANTA SERVICES INC | 2.6% |
|
MATERION CORP | 2.4% |
|
COHERENT INC | 2.4% |
|
KEYSIGHT TECHNOLOGIES INC | 2.4% |
|
CACI INTERNATIONAL INC -CL A | 2.2% |
 |
NOKIA CORP-SPON ADR | 2.1% |
UFOD Underweight Relative to SPIT
|
TETRA TECHNOLOGIES INC | -4.1% |
|
GUARDANT HEALTH, INC. | -4.1% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -3.7% |
|
AMAZON.COM INC | -3.5% |
|
CARDINAL INFRASTRUCTURE GR-A | -3.4% |
|
CORCEPT THERAPEUTICS INC | -3.4% |
|
MODINE MANUFACTURING CO | -2.9% |
 |
LIVANOVA PLC | -2.8% |
|
SOLARIS OILFIELD INFRASTRUCTURE, INC | -2.7% |
|
ARLO TECHNOLOGIES, INC. | -2.6% |