Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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764
Number of overlapping holdings
83.0%
% of ESML's 944 holdings also in DFAS
38.2%
% of DFAS's 2066 holdings also in ESML
Overlap by Weight
Sector Drift (ESML minus DFAS)
Overlapping Holdings
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| Company | Weight in ESML |
Weight in DFAS |
Overlap | |
|---|---|---|---|---|
 |
COMFORT SYSTEMS USA INC | 0.3% | 0.4% | 0.3% |
|
SELECTIVE INSURANCE GROUP | 0.3% | 0.3% | 0.3% |
|
NANOMETRICS INC | 0.3% | 0.4% | 0.3% |
|
FTI CONSULTING INC | 0.3% | 0.3% | 0.3% |
 |
TECHNIPFMC PLC | 0.4% | 0.3% | 0.3% |
Position Highlights (Non-Overlapping Exposures)
ESML Overweight Relative to DFAS
|
FEDERAL REALTY OP LP | 0.6% |
|
CASEY'S GENERAL STORES INC | 0.5% |
|
WILLIAMS-SONOMA INC | 0.4% |
 |
FLEXTRONICS INTL LTD | 0.4% |
|
US FOODS HOLDING CORP. | 0.4% |
|
VERTIV HOLDINGS CO. CLASS A | 0.3% |
|
EMCOR GROUP INC | 0.3% |
|
FIVE BELOW | 0.3% |
|
EAST WEST BANCORP INC | 0.3% |
|
DONALDSON CO INC | 0.3% |
ESML Underweight Relative to DFAS
|
UNIVERSAL FOREST PRODUCTS | -0.3% |
|
EAGLE MATERIALS INC | -0.3% |
|
AMKOR TECHNOLOGY INC | -0.3% |
|
APPLIED INDUSTRIAL TECH INC | -0.3% |
|
TIMKEN CO | -0.2% |
 |
FABRINET | -0.2% |
|
FIRSTCASH, INC. | -0.2% |
|
COCA-COLA BOTTLING CO CONSOL | -0.2% |
|
RLI CORP | -0.2% |
|
PATTERSON-UTI ENERGY INC | -0.2% |