Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
45%
OVERLAP
BY WEIGHT
350
# OF OVERLAPPING
HOLDINGS
BKMC
408
HOLDINGS
93%
ALSO IN JHMM
JHMM
666
HOLDINGS
55%
ALSO IN BKMC
SECTOR DRIFT (BKMC minus JHMM)
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 JHMM |
Overlap | |
|---|---|---|---|---|
 |
REGAL BELOIT CORP | 1.1% | 0.5% | 0.5% |
|
MKS INSTRUMENTS INC | 0.6% | 0.5% | 0.5% |
|
F5 NETWORKS INC | 0.5% | 0.3% | 0.3% |
|
WESCO INTERNATIONAL INC | 0.4% | 0.3% | 0.3% |
|
VIATRIS, INC. | 0.4% | 0.3% | 0.3% |
BKMC Overweight Relative to JHMM
|
REVOLUTION MEDICINES, INC. | 0.5% |
|
REGAL BELOIT CORP | 0.5% |
|
CARPENTER TECHNOLOGY | 0.4% |
|
MODERNA, INC. | 0.4% |
|
NVENT ELECTRIC PLC | 0.4% |
|
TWILIO, INC. CLASS A | 0.4% |
|
ALLEGHENY TECHNOLOGIES INC | 0.4% |
|
MA-COM TECHNOLOGY SOLUTIONS | 0.4% |
|
STERLING CONSTRUCTION CO | 0.4% |
 |
JAMES HARDIE INDS-SPONS ADR | 0.4% |
BKMC Underweight Relative to JHMM
 |
FLEXTRONICS INTL LTD | -0.8% |
|
COMFORT SYSTEMS USA INC | -0.7% |
|
HEWLETT PACKARD ENTERPRISE CO. | -0.7% |
|
KEYSIGHT TECHNOLOGIES INC | -0.6% |
|
MONOLITHIC POWER SYSTEMS INC | -0.6% |
|
TERADYNE INC | -0.6% |
|
TARGA RESOURCES CORP | -0.5% |
|
CIENA CORP | -0.5% |
|
AMETEK INC | -0.5% |
|
ROCKWELL AUTOMATION INC | -0.4% |