Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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16
Number of overlapping holdings
28.1%
% of SEIM's 58 holdings also in FTGS
32.0%
% of FTGS's 51 holdings also in SEIM
Overlap by Weight
Sector Drift (SEIM minus FTGS)
Overlapping Holdings
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| Company | Weight in SEIM |
Weight in FTGS |
Overlap | |
|---|---|---|---|---|
 |
CADENCE DESIGN SYS INC | 2.2% | 2.2% | 2.2% |
|
DECKERS OUTDOOR CORP | 2.2% | 2.2% | 2.2% |
|
AMPHENOL CORP-CL A | 2.2% | 2.1% | 2.1% |
|
NVIDIA CORP | 8.3% | 2.0% | 2.0% |
 |
TRANE TECHNOLOGIES PLC | 2.1% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
SEIM Overweight Relative to FTGS
|
APPLE INC | 8.1% |
|
NVIDIA CORP | 6.3% |
|
MICROSOFT CORP | 2.9% |
|
WAL-MART STORES INC | 2.7% |
|
MCKESSON CORP | 2.7% |
|
PARKER HANNIFIN CORP | 2.6% |
|
META PLATFORMS INC | 2.5% |
 |
GARMIN LTD | 2.3% |
|
AXON ENTERPRISE INC | 2.2% |
|
BOSTON SCIENTIFIC CORP | 2.2% |
SEIM Underweight Relative to FTGS
|
EXPEDIA GROUP INC | -2.3% |
|
LIVE NATION INC | -2.2% |
|
INTUIT INC | -2.2% |
|
NETFLIX INC | -2.1% |
|
AMERIPRISE FINANCIAL INC | -2.1% |
|
VISA INC. CLASS A | -2.1% |
|
CONOCOPHILLIPS | -2.1% |
|
EOG RESOURCES, INC. | -2.1% |
|
WORKDAY INC-CLASS A | -2.1% |
|
PAYPAL HOLDINGS INC | -2.1% |