# Portfolio overlap — FSGS vs JSMD

Comparing **First Trust SMID Growth Strength ETF** (2026-03-31) and **Janus Henderson Small/Mid Cap Growth Alpha ETF** (2026-01-31).

- Shared positions: 26
- First Trust SMID Growth Strength ETF covered by Janus Henderson Small/Mid Cap Growth Alpha ETF: 0.1853130284128521037436601312
- Janus Henderson Small/Mid Cap Growth Alpha ETF covered by First Trust SMID Growth Strength ETF: 0.1853130284128521037436601313

## 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 |  |

## Janus Henderson Small/Mid Cap Growth Alpha ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| COMFORT SYSTEMS USA INC | 0.033513 | ✓ |
| MEDPACE HOLDINGS INC | 0.020835 | ✓ |
| TEMPUR SEALY INTERNATIONAL INC | 0.019874 |  |
| ONTO INNOVATION INC | 0.018555 |  |
| ENOVA INTL INC | 0.016214 |  |
| RYMAN HOSPITALITY PPTYS INC | 0.016081 |  |
| JABIL INC | 0.015444 |  |
| INTERDIGITAL INC | 0.015046 |  |
| ROCKET LAB CORP | 0.014611 |  |
| WORKIVA INC | 0.014421 |  |
| NEXTRACKER INC CL A | 0.014413 |  |
| CATALYST PHARMACEUTICALS INC | 0.014348 | ✓ |
| FABRINET | 0.013836 |  |
| RAMBUS INC | 0.013682 | ✓ |
| ARGAN INC | 0.013676 |  |
| SANMINA CORP | 0.013539 |  |
| TERADATA CORP | 0.013488 |  |
| BRIDGEBIO PHARMA INC | 0.013136 |  |
| HAMILTON LANE INC - A | 0.013072 | ✓ |
| FTAI AVIATION LTD | 0.013002 |  |
| DIAMONDROCK HOSPITALITY CO | 0.012773 |  |
| CYTOKINETICS INC | 0.012772 |  |
| TAPESTRY INC | 0.012495 |  |
| BANC OF CALIFORNIA INC | 0.011987 |  |
| QUALYS INC | 0.011981 | ✓ |
| STERLING INFRASTRUCTURE INC | 0.011973 | ✓ |
| POWELL INDUSTRIES INC | 0.011911 |  |
| EMCOR GROUP INC | 0.011698 | ✓ |
| PALOMAR HOLDINGS | 0.011616 |  |
| KRYSTAL BIOTECH INC | 0.011490 |  |
| VICOR CORPORATION | 0.011436 |  |
| ARTISAN PARTNERS ASSET MANAGEMENT INC A | 0.011284 |  |
| PURE STORAGE INC CL A | 0.011166 |  |
| LAZARD INC CL A | 0.010663 |  |
| CHURCHILL DOWNS INC | 0.010477 |  |
| NOVANTA INC | 0.010422 |  |
| EXELIXIS INC | 0.010184 | ✓ |
| HARMONY BIOSCIENCES HOLDINGS INC | 0.009488 | ✓ |
| HECLA MINING CO | 0.009316 |  |
| 10X GENOMICS INC | 0.009176 |  |
| CLEARWATER ANALYTICS HOLDINGS INC | 0.009166 |  |
| HAEMONETICS CORP MASS | 0.008862 | ✓ |
| COEUR MINING INC | 0.008647 |  |
| AURINIA PHARMS. INC | 0.008327 |  |
| GLOBANT SA | 0.008287 |  |
| VERACYTE INC | 0.008243 |  |
| ENERSYS INC | 0.008162 |  |
| DAILY JOURNAL CORP | 0.008030 |  |
| NAPCO SECURITY TECHNOLOGIES INC | 0.008018 | ✓ |
| INSTALLED BUILDING PRODUCTS INC | 0.007983 |  |


## 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 `0002071691-26-006023` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1500604/000207169126006023/0002071691-26-006023-index.htm>

---

_Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._

_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

_Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See <https://fundwatcher.app/terms/>_