Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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26
Number of overlapping holdings
36.6%
% of ECML's 71 holdings also in VAMO
26.8%
% of VAMO's 98 holdings also in ECML
Overlap by Weight
Sector Drift (ECML minus VAMO)
Overlapping Holdings
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| Company | Weight in ECML |
Weight in VAMO |
Overlap | |
|---|---|---|---|---|
 |
ENCORE WIRE CORP | 1.9% | 1.4% | 1.4% |
|
TOLL BROTHERS INC | 1.6% | 1.3% | 1.3% |
|
PULTE HOMES INC | 1.5% | 1.3% | 1.3% |
|
MUELLER INDUSTRIES INC | 1.6% | 1.3% | 1.3% |
|
MARATHON PETROLEUM | 1.3% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
ECML Overweight Relative to VAMO
|
ALLISON TRANSMISSION HOLDING | 2.0% |
|
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% |
|
COMMERCIAL METALS CO | 1.6% |
|
QUANEX BUILDING PRODUCTS | 1.6% |
|
HEIDRICK & STRUGGLES INTL | 1.6% |
|
ATKORE INTERNATIONAL GROUP INC. | 1.6% |
ECML Underweight Relative to VAMO
|
EMCOR GROUP INC | -1.4% |
|
MR. COOPER GROUP, INC. | -1.3% |
|
PERMIAN RESOURCES CORPORATION CLASS | -1.2% |
|
LOEWS CORP | -1.2% |
|
TIMKENSTEEL CORP | -1.2% |
|
VISTRA ENERGY CORP. | -1.1% |
|
CHORD ENERGY CORPORATION | -1.1% |
|
GREEN BRICK PARTNERS, INC. | -1.1% |
|
STERLING CONSTRUCTION CO | -1.1% |
|
MCKESSON CORP | -1.1% |