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
OVERLAP
43%
OVERLAP
BY WEIGHT
468
# OF OVERLAPPING
HOLDINGS
ESML
908
HOLDINGS
56%
ALSO IN SMLF
SMLF
849
HOLDINGS
60%
ALSO IN ESML
SECTOR DRIFT (ESML minus SMLF)
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 SMLF |
Overlap | |
|---|---|---|---|---|
 |
COMFORT SYSTEMS USA INC | 0.5% | 0.8% | 0.5% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | 0.5% | 0.4% | 0.4% |
 |
FLEXTRONICS INTL LTD | 0.4% | 0.5% | 0.4% |
|
INSMED INC | 0.5% | 0.3% | 0.3% |
|
EAST WEST BANCORP INC | 0.3% | 0.4% | 0.3% |
ESML Overweight Relative to SMLF
 |
TECHNIPFMC PLC | 0.4% |
|
JONES LANG LASALLE INC | 0.4% |
|
US FOODS HOLDING CORP. | 0.3% |
|
REXFORD INDUSTRIAL REALTY IN | 0.3% |
|
ZURN WATER SOLUTIONS CORPORATION | 0.3% |
|
CASEY'S GENERAL STORES INC | 0.3% |
|
OSHKOSH CORP | 0.3% |
|
WOODWARD INC | 0.3% |
|
BLOOM ENERGY CORPORATION CLASS A | 0.3% |
|
REINSURANCE GROUP OF AMERICA | 0.3% |
ESML Underweight Relative to SMLF
|
EMCOR GROUP INC | -1.2% |
|
CARVANA CO. CLASS A | -0.9% |
|
JABIL CIRCUIT INC | -0.8% |
|
INTERACTIVE BROKERS GRO-CL A | -0.7% |
|
WILLIAMS-SONOMA INC | -0.7% |
|
NUTANIX, INC. CLASS A | -0.7% |
|
REDDIT INC-CL A | -0.6% |
|
MUELLER INDUSTRIES INC | -0.6% |
|
TAPESTRY, INC. | -0.6% |
|
PURE STORAGE, INC. CLASS A | -0.5% |