Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

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
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
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% |