Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
18.4%
% of ADME's 76 holdings also in SAMT
43.8%
% of SAMT's 34 holdings also in ADME
Overlap by Weight
Sector Drift (ADME minus SAMT)
Overlapping Holdings
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| Company | Weight in ADME |
Weight in SAMT |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 6.4% | 3.7% | 3.7% |
|
MICROSOFT CORP | 6.5% | 3.5% | 3.5% |
|
META PLATFORMS INC | 2.6% | 3.5% | 2.6% |
|
BROADCOM INC. | 2.6% | 3.4% | 2.6% |
|
EXXON MOBIL CORP | 1.6% | 3.3% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
ADME Overweight Relative to SAMT
|
APPLE INC | 7.4% |
|
AMAZON.COM INC | 4.1% |
|
ALPHABET INC. CLASS C | 4.0% |
|
MICROSOFT CORP | 2.9% |
|
NVIDIA CORP | 2.8% |
|
TESLA MOTORS INC | 2.4% |
|
SERVICENOW INC | 2.2% |
|
JPMORGAN CHASE & CO | 1.9% |
|
VISA INC. CLASS A | 1.8% |
|
STRYKER CORP | 1.7% |
ADME Underweight Relative to SAMT
|
MURPHY USA, INC. | -3.9% |
|
AMERISOURCEBERGEN CORP | -3.7% |
|
GENERAL DYNAMICS CORP | -3.5% |
|
COSTCO WHOLESALE CORP | -3.5% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -3.2% |
|
OCCIDENTAL PETROLEUM CORP | -2.9% |
 |
CAMECO CORP | -2.9% |
|
NORTHROP GRUMMAN CORP | -2.9% |
|
L3HARRIS TECHNOLOGIES INC | -2.8% |
|
AMERICAN ELECTRIC POWER | -2.7% |