Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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30
Number of overlapping holdings
42.3%
% of ECML's 71 holdings also in DSMC
20.0%
% of DSMC's 150 holdings also in ECML
Overlap by Weight
Sector Drift (ECML minus DSMC)
Overlapping Holdings
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| Company | Weight in ECML |
Weight in DSMC |
Overlap | |
|---|---|---|---|---|
 |
OWENS CORNING | 1.6% | 1.5% | 1.5% |
|
TOLL BROTHERS INC | 1.6% | 1.3% | 1.3% |
|
ALPHA METALLURGICAL RESOURCES, INC. | 1.3% | 1.3% | 1.3% |
|
DILLARDS INC-CL A | 1.5% | 1.2% | 1.2% |
|
ENCORE WIRE CORP | 1.9% | 1.1% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
ECML Overweight Relative to DSMC
|
ANDERSONS INC/THE | 1.8% |
|
ALTRIA GROUP INC | 1.8% |
|
COCA-COLA BOTTLING CO CONSOL | 1.7% |
|
PACCAR INC | 1.7% |
|
SANMINA CORP | 1.7% |
|
STEEL DYNAMICS INC | 1.7% |
|
MUELLER INDUSTRIES INC | 1.6% |
|
COMMERCIAL METALS CO | 1.6% |
|
QUANEX BUILDING PRODUCTS | 1.6% |
|
HEIDRICK & STRUGGLES INTL | 1.6% |
ECML Underweight Relative to DSMC
|
WILLIAMS-SONOMA INC | -1.8% |
|
DICK'S SPORTING GOODS INC | -1.7% |
|
CHORD ENERGY CORPORATION | -1.5% |
|
SNAP-ON INC | -1.5% |
|
UNITED THERAPEUTICS CORP | -1.4% |
|
QUEST DIAGNOSTICS | -1.4% |
|
SKYWORKS SOLUTIONS INC | -1.4% |
|
QORVO INC | -1.2% |
|
CHESAPEAKE ENERGY CORP | -1.2% |
|
ADVANCE AUTO PARTS INC | -1.0% |