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ARSZX vs DSMC

Shared holdings
19
ARSZX covered by DSMC
12.24%
DSMC covered by ARSZX
12.24%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ARSZX (Jan. 30, 2026)

SecurityWeight
FIXED INC CLEARING CORP.REPO3.94%
WHITE MOUNTAINS INS GROUP LTD3.69%
BJS WHSL CLUB HLDGS INC3.31%
MCGRATH RENTCORP3.01%
MURPHY USA INC2.91%
LITHIA MOTORS INC CL A2.70%
UNIFIRST CORP/MA2.70%
CORECIVIC INC2.59%
ASSURED GUARANTY LTD2.27%
Icon Public Limited Company2.13%
VONTIER CORP W/I2.06%
APTARGROUP INC2.05%
EPLUS INC2.05%
GXO LOGISTICS INC2.04%
COOPER COS INC2.02%
GENWORTH FINANCIAL INC A2.00%
WEX INC1.95%
PERMIAN RESOURCES CORP CL A1.83%
MDU RESOURCES GROUP INC1.66%
ICU MEDICAL INC1.65%
Smith & Nephew PLC ADR EACH REPR 2 ORD1.64%
RENTOKIL-SP ADR1.57%
HUNTINGTON INGALLS INDUSTRIES INC1.52%
WALMART INC1.52%
PAYCOM SOFTWARE INC1.45%
INTL FLVR & FRAG1.36%
PRICESMART INC1.35%
UFP INDUSTRIES INC1.35%
AXIS CAPITAL HOLDINGS LTD1.34%
VIAD CORP1.27%
BIOMARIN PHARMACEUTICAL INC1.25%
SOUTHWEST GAS HOLDINGS INC1.25%
VAIL RESORTS INC1.21%
LKQ CORP1.17%
TD SYNNEX CORP1.16%
UNITED PARKS & R1.15%
WESCO INTL1.15%
CACI INTL-A1.12%
MAXIMUS INC1.06%
OWENS CORNING INC1.04%
DELEK US HOLDINGS INC1.03%
INGLES MARKETS INC-CL A1.03%
HAEMONETICS CORP MASS1.01%
NORTHWESTERN ENERGY GROUP INC1.01%
TELEFLEX INC1.01%
TITAN AMERICA SA0.92%
CNH INDUSTRIAL NV0.92%
C N A FINANCIAL CORP0.91%
ARMSTRONG WORLD INDUSTRIES INC0.90%
SIMPLY GOOD FOODS CO0.90%

DSMC (March 31, 2026)

SecurityWeight
APA CORP1.99%
HF SINCLAIR CORP1.87%
VERSANT MEDIA GROUP INC - A1.75%
ANTERO RESOURCES1.59%
CHORD ENERGY CORP1.46%
TD SYNNEX CORP1.21%
ALPHA METALLURGICAL RESOURCES INC1.12%
CVR ENERGY INC1.11%
PEABODY ENERGY CORP1.09%
MOSAIC CO/THE1.08%
DXC TECHNOLOGY CO1.08%
SKYWORKS SOLUTIONS INC1.06%
GARTNER INC1.06%
OWENS CORNING INC1.02%
Icon Public Limited Company0.98%
BEST BUY CO INC0.97%
RANGE RESOURCES CORP0.96%
MATADOR RESOURCES COMPANY0.96%
CORE NATURAL RESOURCES INC0.90%
LKQ CORP0.89%
GODADDY INC CL A0.89%
AFFIL MANAGERS0.88%
ZIFF DAVIS INC0.86%
H&R BLOCK INC0.83%
DILLARDS INC CL A0.82%
TALOS ENERGY INC0.82%
CAL-MAINE FOODS INC0.81%
PATTERSON-UTI ENERGY INC0.81%
CALIFORNIA RESOU0.81%
FACTSET RESEARCH SYSTEMS INC0.79%
CROCS INC0.77%
TAYLOR MORRISON HOME CORP0.77%
INGREDION INC0.76%
ROBERT HALF INTL0.75%
MATSON INC0.75%
BOYD GAMING CORP0.75%
CORE & MAIN IN-A0.75%
MAGNOLIA OIL and GAS CORPO CL A0.75%
MUELLER INDUSTRIES INC0.75%
ALLISON TRANSMISSION HLDGS INC0.74%
EURONET WORLDWIDE INC0.73%
ANDERSONS INC0.73%
AMDOCS LTD0.73%
WEX INC0.73%
INSPERITY INC0.72%
ALLIANCE RES PARTNRS LP UNIT0.72%
QORVO INC0.70%
TRI POINTE HOMES INC0.68%
ACUITY INC0.68%
CABOT CORP0.67%

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