# Portfolio overlap — FSGS vs IPMIX

Comparing **First Trust SMID Growth Strength ETF** (2026-03-31) and **VOYA INDEX PLUS MIDCAP PORTFOLIO** (2026-03-31).

- Shared positions: 49
- First Trust SMID Growth Strength ETF covered by VOYA INDEX PLUS MIDCAP PORTFOLIO: 0.1666745991942145896257937722
- VOYA INDEX PLUS MIDCAP PORTFOLIO covered by First Trust SMID Growth Strength ETF: 0.1666745991942145896257937721

## First Trust SMID Growth Strength ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CLEAR SECURE INC | 0.014751 |  |
| MASTEC INC | 0.014410 | ✓ |
| COCA COLA CONSOLIDATED INC | 0.013887 | ✓ |
| STRIDE INC | 0.013687 |  |
| LEMAITRE VASCULAR INC | 0.013434 |  |
| COMFORT SYSTEMS USA INC | 0.013281 |  |
| NEW YORK TIMES CO CL A | 0.012725 | ✓ |
| ATI INC | 0.012671 | ✓ |
| LANTHEUS HOLDING | 0.012633 | ✓ |
| STERLING INFRASTRUCTURE INC | 0.012627 | ✓ |
| CORCEPT THERAPEUTICS INC | 0.012345 |  |
| WEATHERFORD INTERNATIONAL PLC | 0.012204 | ✓ |
| ENSIGN GROUP INC | 0.012098 |  |
| TRADEWEB MARKETS INC A | 0.012081 | ✓ |
| ALKERMES PLC | 0.012068 |  |
| RENAISSANCERE HLDGS LTD | 0.011940 | ✓ |
| CLEAN HARBORS INC | 0.011764 | ✓ |
| CATALYST PHARMACEUTICALS INC | 0.011730 |  |
| WOODWARD INC | 0.011725 | ✓ |
| PRICESMART INC | 0.011719 |  |
| EMCOR GROUP INC | 0.011419 | ✓ |
| ITT INC | 0.011269 | ✓ |
| CURTISS WRIGHT CORPORATION | 0.011144 | ✓ |
| NAPCO SECURITY TECHNOLOGIES INC | 0.011032 |  |
| TRUSTMARK CORP | 0.011027 |  |
| BRIGHTSPHERE INVESTMENT GROUP INC | 0.010874 |  |
| ESQUIRE FINL HLDGS INC | 0.010830 |  |
| DECKERS OUTDOOR CORP | 0.010811 | ✓ |
| US LIME & MINERA | 0.010694 |  |
| COVISTA INC | 0.010679 |  |
| NEUROCRINE BIOSCIENCES INC | 0.010674 | ✓ |
| WATTS WATER TECH INC CL A | 0.010559 | ✓ |
| EXELIXIS INC | 0.010529 | ✓ |
| SPROUTS FMRS MKT INC | 0.010529 | ✓ |
| MERCURY GENERAL CORP | 0.010509 |  |
| OSHKOSH CORP | 0.010483 | ✓ |
| CINCINNATI FINANCIAL CORP | 0.010473 |  |
| LIQUIDITY SERVICES INC | 0.010397 |  |
| VISTEON CORP | 0.010396 | ✓ |
| NORTHERN TRUST CORP | 0.010294 | ✓ |
| RALPH LAUREN CORP | 0.010259 | ✓ |
| APPLIED INDU TEC | 0.010211 | ✓ |
| ASSURANT INC | 0.010028 | ✓ |
| GRAHAM HOLDINGS CO | 0.009955 | ✓ |
| DYNATRACE INC | 0.009919 | ✓ |
| INTERACTIVE BROKERS GROUP INC | 0.009898 | ✓ |
| OSI SYSTEMS INC | 0.009877 |  |
| GENTEX CORP | 0.009854 | ✓ |
| HALOZYME THERAPEUTICS INC | 0.009804 | ✓ |
| PULTEGROUP INC | 0.009794 |  |

## VOYA INDEX PLUS MIDCAP PORTFOLIO — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MSILF-GOVT-INS | 0.019047 |  |
| CURTISS WRIGHT CORPORATION | 0.011886 | ✓ |
| US FOODS HOLDING CORP | 0.010947 |  |
| NVENT ELECTRIC PLC | 0.009309 |  |
| TECHNIPFMC PLC | 0.009299 |  |
| PURE STORAGE INC CL A | 0.008695 |  |
| FLEX LTD | 0.008464 |  |
| JONES LANG LASALLE INC | 0.007841 |  |
| BRIXMOR PROPERTY | 0.007652 |  |
| APPLIED INDU TEC | 0.007648 | ✓ |
| NEW YORK TIMES CO CL A | 0.007561 | ✓ |
| ITT INC | 0.007483 | ✓ |
| NEXTRACKER INC CL A | 0.007362 |  |
| ANTERO RESOURCES | 0.007325 |  |
| RANGE RESOURCES CORP | 0.007264 |  |
| ATI INC | 0.007259 | ✓ |
| UNUM GROUP | 0.007135 |  |
| JAZZ PHARMA PLC | 0.007067 |  |
| FIVE BELOW INC | 0.007041 |  |
| WATTS WATER TECH INC CL A | 0.006974 | ✓ |
| ZIONS BANCORP NA | 0.006877 |  |
| FLOWSERVE CORP | 0.006877 |  |
| RYDER SYSTEM INC | 0.006698 |  |
| NEUROCRINE BIOSCIENCES INC | 0.006622 | ✓ |
| TOPBUILD CORP | 0.006569 |  |
| BORGWARNER INC | 0.006524 |  |
| NATL FUEL GAS CO | 0.006508 |  |
| ILLUMINA INC | 0.006448 |  |
| UNITED THERAPEUTICS CORP DEL | 0.006394 |  |
| WESCO INTL | 0.006389 |  |
| COMMERCE BCSHS | 0.006205 |  |
| FABRINET | 0.006164 |  |
| KIRBY CORP | 0.006114 |  |
| ACUITY INC | 0.006104 |  |
| REGAL REXNORD CORP | 0.006096 |  |
| ROYAL GOLD INC | 0.006096 |  |
| FIRST INDUSTRIAL REALTY TRUST | 0.006042 |  |
| EXELIXIS INC | 0.005990 | ✓ |
| TENET HEALTHCARE CORP | 0.005904 |  |
| AECOM | 0.005816 |  |
| HANCOCK WHITNEY CORP | 0.005789 |  |
| TRAVEL+LEISURE CO | 0.005784 |  |
| CIRRUS LOGIC INC | 0.005747 |  |
| CORE & MAIN IN-A | 0.005708 |  |
| AVNET INC | 0.005663 |  |
| EVERCORE INC A | 0.005642 |  |
| SABRA HEALTHCARE REIT INC | 0.005638 |  |
| CORPORATE OFFICE PROPERTIES TR | 0.005627 |  |
| TALEN ENERGY CORP | 0.005600 |  |
| RAMBUS INC | 0.005573 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000940400-26-020411` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1552740/000094040026020411/0000940400-26-020411-index.htm>
- N-PORT (fund B) — accession `0000940400-26-022827` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1015965/000094040026022827/0000940400-26-022827-index.htm>

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