Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
47%
OVERLAP
BY WEIGHT
358
# OF OVERLAPPING
HOLDINGS
ESML
900
HOLDINGS
42%
ALSO IN FSMD
FSMD
603
HOLDINGS
63%
ALSO IN ESML
SECTOR DRIFT (ESML minus FSMD)
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 FSMD |
Overlap | |
|---|---|---|---|---|
 |
TECHNIPFMC PLC | 0.6% | 0.5% | 0.5% |
 |
NVENT ELECTRIC PLC | 0.4% | 0.4% | 0.4% |
|
MASTEC INC | 0.4% | 0.4% | 0.4% |
 |
FABRINET | 0.4% | 0.4% | 0.4% |
|
CARPENTER TECHNOLOGY | 0.4% | 0.4% | 0.4% |
ESML Overweight Relative to FSMD
|
US FOODS HOLDING CORP. | 0.5% |
|
OVINTIV INC | 0.5% |
|
XPO LOGISTICS INC | 0.4% |
|
ALBEMARLE CORP | 0.4% |
|
AKAMAI TECHNOLOGIES | 0.4% |
|
MODERNA, INC. | 0.3% |
|
UNITED BANKSHARES INC | 0.3% |
|
VIATRIS, INC. | 0.3% |
|
PERKINELMER INC | 0.3% |
|
GENERAC HOLDINGS INC | 0.3% |
ESML Underweight Relative to FSMD
|
CIENA CORP | -1.2% |
|
LUMENTUM HOLDINGS INC | -1.0% |
|
COMFORT SYSTEMS USA INC | -1.0% |
|
EMCOR GROUP INC | -0.6% |
|
REGAL BELOIT CORP | -0.6% |
 |
FLEXTRONICS INTL LTD | -0.5% |
|
CASEY'S GENERAL STORES INC | -0.5% |
|
TAPESTRY, INC. | -0.5% |
|
REVOLUTION MEDICINES, INC. | -0.5% |
|
UNITED THERAPEUTICS CORP | -0.4% |