Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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17
Number of overlapping holdings
7.0%
% of JSMD's 267 holdings also in ABLS
30.4%
% of ABLS's 56 holdings also in JSMD
Overlap by Weight
Sector Drift (JSMD minus ABLS)
Overlapping Holdings
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| Company | Weight in JSMD |
Weight in ABLS |
Overlap | |
|---|---|---|---|---|
 |
HALOZYME THERAPEUTICS INC | 2.0% | 2.2% | 2.0% |
|
CORCEPT THERAPEUTICS INC | 1.5% | 7.0% | 1.5% |
|
CORVEL CORP | 1.4% | 1.3% | 1.3% |
|
BADGER METER INC | 1.1% | 2.9% | 1.1% |
|
COMFORT SYSTEMS USA INC | 1.0% | 2.7% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
JSMD Overweight Relative to ABLS
|
INCYTE CORP | 3.2% |
|
NEUROCRINE BIOSCIENCES INC | 2.9% |
|
HEICO CORP | 2.6% |
|
MEDPACE HOLDINGS, INC. | 2.6% |
|
CHARLES RIVER LABORATORIES | 2.3% |
|
BENTLEY SYSTEMS, INCORPORATED CLASS | 2.2% |
|
DOXIMITY, INC. CLASS A | 2.1% |
|
EPAM SYSTEMS INC | 1.9% |
|
ENSIGN GROUP INC/THE | 1.9% |
|
LANTHEUS HOLDINGS INC | 1.9% |
JSMD Underweight Relative to ABLS
|
CORCEPT THERAPEUTICS INC | -5.5% |
|
COMMVAULT SYSTEMS INC | -3.7% |
|
WD-40 CO | -2.8% |
|
PROGRESS SOFTWARE CORP | -2.7% |
|
SYLVAMO CORPORATION | -2.7% |
|
PJT PARTNERS, INC. CLASS A | -2.6% |
|
ARTISAN PARTNERS ASSET MA -A | -2.5% |
|
HACKETT GROUP INC/THE | -2.5% |
|
TENABLE HOLDINGS, INC. | -2.3% |
|
EXPONENT INC | -2.3% |