Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
32%
OVERLAP
BY WEIGHT
177
# OF OVERLAPPING
HOLDINGS
BBMC
560
HOLDINGS
34%
ALSO IN AFMC
AFMC
269
HOLDINGS
66%
ALSO IN BBMC
SECTOR DRIFT (BBMC minus AFMC)
OVERLAPPING HOLDINGS
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| Company | Weight in BBMC |
Weight in AFMC |
Overlap | |
|---|---|---|---|---|
 |
CIENA CORP | 1.5% | 1.0% | 1.0% |
|
LUMENTUM HOLDINGS INC | 1.4% | 0.8% | 0.8% |
|
JABIL CIRCUIT INC | 0.7% | 1.0% | 0.7% |
|
CASEY'S GENERAL STORES INC | 0.6% | 1.5% | 0.6% |
|
TAPESTRY, INC. | 0.6% | 0.7% | 0.6% |
BBMC Overweight Relative to AFMC
|
QNITY ELECTRONICS INC | 0.6% |
|
LUMENTUM HOLDINGS INC | 0.6% |
 |
TECHNIPFMC PLC | 0.6% |
|
NATERA INC | 0.6% |
|
REVOLUTION MEDICINES, INC. | 0.5% |
|
CIENA CORP | 0.5% |
 |
FABRINET | 0.5% |
|
XPO LOGISTICS INC | 0.5% |
|
ALBEMARLE CORP | 0.4% |
|
REDDIT INC-CL A | 0.4% |
BBMC Underweight Relative to AFMC
 |
FLEXTRONICS INTL LTD | -1.9% |
|
FMC TECHNOLOGIES INC | -1.4% |
|
MUELLER INDUSTRIES INC | -1.2% |
|
COMFORT SYSTEMS USA INC | -1.2% |
|
BORGWARNER INC | -1.1% |
|
FEDERATED INVESTORS INC-CL B | -1.0% |
|
EXELIXIS INC | -1.0% |
|
CASEY'S GENERAL STORES INC | -0.9% |
|
ENERSYS | -0.8% |
|
TTM TECHNOLOGIES | -0.8% |