Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
12.5%
% of SMOT's 107 holdings also in MOTG
18.3%
% of MOTG's 80 holdings also in SMOT
Overlap by Weight
Sector Drift (SMOT minus MOTG)
Overlapping Holdings
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| Company | Weight in SMOT |
Weight in MOTG |
Overlap | |
|---|---|---|---|---|
 |
CORTEVA INC | 1.5% | 2.1% | 1.5% |
|
VEEVA SYSTEMS INC-CLASS A | 1.4% | 2.0% | 1.4% |
|
CAMPBELL SOUP CO | 1.4% | 2.0% | 1.4% |
 |
ALLEGION PLC | 1.4% | 1.9% | 1.4% |
|
INTL FLAVORS & FRAGRANCES | 1.3% | 1.8% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
SMOT Overweight Relative to MOTG
|
HESS CORP | 1.6% |
|
SS&C TECHNOLOGIES HOLDINGS | 1.5% |
|
LPL FINANCIAL HOLDINGS INC | 1.4% |
|
PORTLAND GENERAL ELECTRIC CO | 1.4% |
 |
CNH INDUSTRIAL NV | 1.4% |
|
EDWARDS LIFESCIENCES CORP | 1.4% |
|
WESTERN UNION CO | 1.4% |
|
HASBRO INC | 1.4% |
|
EXPEDIA GROUP INC | 1.4% |
|
CARMAX INC | 1.4% |
SMOT Underweight Relative to MOTG
 |
RHEINMETALL AG | -2.9% |
 |
TENCENT HOLDINGS LTD | -2.2% |
|
JD.COM, INC. CLASS A | -2.2% |
 |
TORONTO-DOMINION BANK | -2.1% |
|
GSK PLC | -2.1% |
|
YUM CHINA HOLDINGS, INC. | -2.1% |
 |
ROCHE HOLDING LTD | -2.1% |
 |
BRAMBLES LTD | -2.1% |
|
ASX LTD | -2.1% |
|
BRITISH AMERICAN TOBACCO PLC | -2.0% |