Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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83
Number of overlapping holdings
33.6%
% of MDYG's 248 holdings also in RFG
96.5%
% of RFG's 86 holdings also in MDYG
Overlap by Weight
Sector Drift (MDYG minus RFG)
Overlapping Holdings
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| Company | Weight in MDYG |
Weight in RFG |
Overlap | |
|---|---|---|---|---|
 |
EMCOR GROUP INC | 1.5% | 2.1% | 1.5% |
|
LENNOX INTERNATIONAL INC | 1.3% | 1.2% | 1.2% |
|
RELIANCE STEEL & ALUMINUM | 1.1% | 1.3% | 1.1% |
|
OWENS CORNING | 1.1% | 1.6% | 1.1% |
|
MANHATTAN ASSOCIATES INC | 1.1% | 1.1% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
MDYG Overweight Relative to RFG
|
CARLISLE COS INC | 1.3% |
|
TEXAS PACIFIC LAND CORPORATION | 1.1% |
|
GRACO INC | 1.0% |
|
ITT, INC. | 0.8% |
|
NEUROCRINE BIOSCIENCES INC | 0.8% |
|
BWX TECHNOLOGIES, INC. | 0.8% |
|
INTERACTIVE BROKERS GRO-CL A | 0.8% |
|
OVINTIV INC | 0.8% |
|
TETRA TECH INC | 0.7% |
|
BURLINGTON STORES INC | 0.7% |
MDYG Underweight Relative to RFG
|
CNX RESOURCES CORPORATION | -3.3% |
|
DUOLINGO, INC. CLASS A | -2.4% |
|
AAON INC | -2.0% |
|
RYAN SPECIALTY HOLDINGS, INC. CLASS | -1.8% |
|
COMFORT SYSTEMS USA INC | -1.7% |
|
APPFOLIO INC CLASS A | -1.3% |
|
MURPHY USA, INC. | -1.2% |
|
HYATT HOTELS CORP - CL A | -1.2% |
 |
ENCANA CORP | -1.1% |
|
TOLL BROTHERS INC | -1.1% |