Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
378
Number of overlapping holdings
43.9%
% of ESML's 905 holdings also in BKSE
66.0%
% of BKSE's 602 holdings also in ESML
Overlap by Weight
Sector Drift (ESML minus BKSE)
Overlapping Holdings
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| Company | Weight in ESML |
Weight in BKSE |
Overlap | |
|---|---|---|---|---|
 |
FRANK'S INTERNATIONAL NV | 0.7% | 0.9% | 0.7% |
 |
SPROUTS FARMERS MARKET INC | 0.3% | 0.5% | 0.3% |
|
BADGER METER INC | 0.3% | 0.3% | 0.3% |
|
MDU RESOURCES GROUP INC | 0.3% | 0.3% | 0.3% |
|
BRIGHT HORIZONS FAMILY SOLUT | 0.3% | 0.4% | 0.3% |
Position Highlights (Non-Overlapping Exposures)
ESML Overweight Relative to BKSE
|
CASEY'S GENERAL STORES INC | 0.5% |
|
US FOODS HOLDING CORP. | 0.5% |
|
GUIDEWIRE SOFTWARE INC | 0.4% |
|
INGREDION INC | 0.4% |
|
REXFORD INDUSTRIAL REALTY IN | 0.4% |
|
KBR INC | 0.4% |
|
CARVANA CO. CLASS A | 0.4% |
|
JONES LANG LASALLE INC | 0.4% |
 |
TECHNIPFMC PLC | 0.4% |
|
COMFORT SYSTEMS USA INC | 0.4% |
ESML Underweight Relative to BKSE
|
MUELLER INDUSTRIES INC | -0.4% |
|
CRANE HOLDINGS, CO. | -0.4% |
|
KIRBY CORP | -0.4% |
|
INSMED INC | -0.4% |
|
BANCORPSOUTH BANK | -0.3% |
|
CASELLA WASTE SYSTEMS INC-A | -0.3% |
|
FNB CORP | -0.3% |
|
NEW RESIDENTIAL INVESTMENT | -0.3% |
|
REVOLUTION MEDICINES, INC. | -0.3% |
|
WINTRUST FINANCIAL CORP | -0.3% |