Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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297
Number of overlapping holdings
76.2%
% of SMDY's 402 holdings also in JMEE
53.4%
% of JMEE's 576 holdings also in SMDY
Overlap by Weight
Sector Drift (SMDY minus JMEE)
Overlapping Holdings
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| Company | Weight in SMDY |
Weight in JMEE |
Overlap | |
|---|---|---|---|---|
 |
TENET HEALTHCARE CORP | 0.6% | 0.7% | 0.6% |
|
UNITED THERAPEUTICS CORP | 0.5% | 0.9% | 0.5% |
|
PURE STORAGE, INC. CLASS A | 0.5% | 0.7% | 0.5% |
|
EXELIXIS INC | 0.4% | 0.5% | 0.4% |
|
TOLL BROTHERS INC | 0.4% | 0.5% | 0.4% |
Position Highlights (Non-Overlapping Exposures)
SMDY Overweight Relative to JMEE
|
SCOTTS MIRACLE-GRO CO-CL A | 1.7% |
|
COTY INC-CL A | 1.7% |
|
FRONTIER COMMUNICATIONS PARENT, INC. | 1.1% |
|
DOXIMITY, INC. CLASS A | 1.1% |
|
CIENA CORP | 1.0% |
|
IRIDIUM COMMUNICATIONS INC. | 1.0% |
|
J2 GLOBAL COMMUNICATIONS INC | 0.9% |
|
QUALYS INC | 0.7% |
|
AMKOR TECHNOLOGY INC | 0.6% |
|
WENDY'S CO/THE | 0.6% |
SMDY Underweight Relative to JMEE
|
CARLISLE COS INC | -0.7% |
|
EMCOR GROUP INC | -0.5% |
 |
FABRINET | -0.5% |
|
SUNRUN INC. | -0.5% |
|
EAST WEST BANCORP INC | -0.5% |
|
MUELLER INDUSTRIES INC | -0.5% |
|
RELIANCE STEEL & ALUMINUM | -0.4% |
|
UNITED THERAPEUTICS CORP | -0.4% |
|
UNIVERSAL FOREST PRODUCTS | -0.4% |
|
OWENS CORNING | -0.4% |