Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
18%
OVERLAP
BY WEIGHT
23
# OF OVERLAPPING
HOLDINGS
ESMV
160
HOLDINGS
15%
ALSO IN POWA
POWA
50
HOLDINGS
46%
ALSO IN ESMV
SECTOR DRIFT (ESMV minus POWA)
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 ESMV |
Weight in POWA |
Overlap | |
|---|---|---|---|---|
 |
MCKESSON CORP | 1.6% | 2.1% | 1.6% |
|
CENCORA INC | 1.5% | 2.0% | 1.5% |
|
MICROSOFT CORP | 1.4% | 2.0% | 1.4% |
|
SERVICENOW INC | 1.4% | 2.0% | 1.4% |
|
KROGER CO | 1.3% | 1.8% | 1.3% |
ESMV Overweight Relative to POWA
|
MERCK & CO. INC. | 1.7% |
|
WELLTOWER, INC. | 1.6% |
|
CISCO SYSTEMS INC | 1.6% |
|
TRAVELERS COS INC/THE | 1.5% |
|
VERTEX PHARMACEUTICALS INC | 1.5% |
|
AMPHENOL CORP-CL A | 1.5% |
|
INTL BUSINESS MACHINES CORP | 1.5% |
|
GILEAD SCIENCES INC | 1.5% |
|
NORTHROP GRUMMAN CORP | 1.5% |
|
CHEVRON CORP | 1.4% |
ESMV Underweight Relative to POWA
|
KLA CORPORATION | -2.5% |
|
IRON MOUNTAIN INC | -2.3% |
 |
FLEXTRONICS INTL LTD | -2.3% |
|
QUANTA SERVICES INC | -2.2% |
|
WATERS CORP | -2.2% |
|
CUMMINS INC | -2.2% |
|
GENERAL DYNAMICS CORP | -2.1% |
|
IQVIA HOLDINGS INC | -2.1% |
 |
ICON PLC | -2.1% |
|
BEST BUY CO INC | -2.1% |