Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
15%
OVERLAP
BY WEIGHT
67
# OF OVERLAPPING
HOLDINGS
BKMC
402
HOLDINGS
18%
ALSO IN FFSM
FFSM
200
HOLDINGS
36%
ALSO IN BKMC
SECTOR DRIFT (BKMC minus FFSM)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in BKMC |
Weight in FFSM |
Overlap | |
|---|---|---|---|---|
 |
TECHNIPFMC PLC | 0.8% | 1.1% | 0.8% |
 |
FABRINET | 0.7% | 0.9% | 0.7% |
 |
ALLEGHENY TECHNOLOGIES INC | 0.5% | 0.5% | 0.5% |
|
US FOODS HOLDING CORP. | 0.5% | 0.6% | 0.5% |
|
ITT, INC. | 0.5% | 0.5% | 0.5% |
BKMC Overweight Relative to FFSM
|
REGAL BELOIT CORP | 1.0% |
|
CASEY'S GENERAL STORES INC | 0.8% |
|
TWILIO, INC. CLASS A | 0.7% |
|
MASTEC INC | 0.7% |
|
NVENT ELECTRIC PLC | 0.7% |
|
CURTISS-WRIGHT CORP | 0.7% |
|
REVOLUTION MEDICINES, INC. | 0.7% |
|
ALBEMARLE CORP | 0.6% |
|
UNITED THERAPEUTICS CORP | 0.6% |
|
WOODWARD INC | 0.6% |
BKMC Underweight Relative to FFSM
|
EXACT SCIENCES CORP | -2.5% |
|
LUMENTUM HOLDINGS INC | -2.4% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -1.0% |
|
COMFORT SYSTEMS USA INC | -0.7% |
 |
SIGNET JEWELERS LIMITED | -0.6% |
|
FIRSTCASH, INC. | -0.6% |
|
EMCOR GROUP INC | -0.5% |
|
WESTERN DIGITAL CORP | -0.5% |
|
BRIGHTSPRING HEALTH SERVICES, INC. | -0.4% |
|
CONSTRUCTION PARTNERS, INC. CLASS A | -0.4% |