Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
57.1%
% of MJ's 21 holdings also in TOKE
85.7%
% of TOKE's 14 holdings also in MJ
Overlap by Weight
Sector Drift (MJ minus TOKE)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in MJ |
Weight in TOKE |
Overlap | |
|---|---|---|---|---|
 |
SUNDIAL GROWERS INC. | 7.8% | 5.4% | 5.4% |
 |
CRONOS GROUP INC | 6.4% | 4.5% | 4.5% |
|
HIGH TIDE, INC. | 3.6% | 5.6% | 3.6% |
|
WM TECHNOLOGY, INC. CLASS A | 1.8% | 1.6% | 1.6% |
|
AFC GAMMA, INC. | 2.2% | 1.6% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
MJ Overweight Relative to TOKE
|
AMPLIFY US ALTERNATIVE HARVEST ETF | 40.5% |
|
TILRAY, INC. | 8.7% |
|
INNOVATIVE INDUSTRIAL PROPERTIES INC | 5.0% |
|
CHICAGO ATLANTIC REAL ESTATE FINANCE | 3.9% |
|
AURORA CANNABIS INC. | 3.6% |
|
SUNDIAL GROWERS INC. | 2.5% |
|
CRONOS GROUP INC | 2.0% |
|
GROWGENERATION CORP. | 1.4% |
 |
SCANDINAVIAN TOBACCO GROUP A/S | 0.8% |
|
SCOTTS MIRACLE-GRO CO-CL A | 0.7% |
MJ Underweight Relative to TOKE
|
TURNING POINT BRANDS INC | -4.9% |
|
PHILIP MORRIS INTERNATIONAL | -4.6% |
 |
IMPERIAL TOBACCO GROUP PLC | -4.1% |
|
BRITISH AMERICAN TOBACCO PLC | -3.8% |
|
ALTRIA GROUP INC | -3.7% |
|
BOSTON BEER COMPANY INC-CL A | -3.7% |
|
UNIVERSAL CORP/VA | -3.0% |
|
VILLAGE FARMS INTERNATIONAL, INC. | -2.8% |
 |
JAZZ PHARMACEUTICALS PLC | -2.6% |
|
HIGH TIDE, INC. | -1.9% |