Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
19%
OVERLAP
BY WEIGHT
110
# OF OVERLAPPING
HOLDINGS
FAD
676
HOLDINGS
16%
ALSO IN MMSC
MMSC
202
HOLDINGS
55%
ALSO IN FAD
SECTOR DRIFT (FAD minus MMSC)
OVERLAPPING HOLDINGS
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| Company | Weight in FAD |
Weight in MMSC |
Overlap | |
|---|---|---|---|---|
 |
MA-COM TECHNOLOGY SOLUTIONS | 0.7% | 1.9% | 0.7% |
|
BLOOM ENERGY CORPORATION CLASS A | 0.6% | 2.3% | 0.6% |
|
LUMENTUM HOLDINGS INC | 0.5% | 1.2% | 0.5% |
|
COHERENT INC | 0.5% | 0.9% | 0.5% |
|
NEXTRACKER, INC. CLASS A | 0.5% | 0.8% | 0.5% |
FAD Overweight Relative to MMSC
|
SANDISK CORP | 0.9% |
|
MICRON TECHNOLOGY INC | 0.8% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 0.8% |
|
WESTERN DIGITAL CORP | 0.7% |
|
ADVANCED MICRO DEVICES | 0.7% |
|
ROCKET LAB USA, INC. | 0.6% |
|
VERTIV HOLDINGS CO. CLASS A | 0.6% |
|
DELL TECHNOLOGIES INC CLASS C | 0.6% |
|
COMFORT SYSTEMS USA INC | 0.6% |
|
MARVELL TECHNOLOGY, INC. | 0.6% |
FAD Underweight Relative to MMSC
|
BLOOM ENERGY CORPORATION CLASS A | -1.6% |
 |
FABRINET | -1.5% |
|
NLIGHT, INC. | -1.4% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -1.4% |
|
MA-COM TECHNOLOGY SOLUTIONS | -1.2% |
|
FIRSTCASH, INC. | -1.1% |
|
PLANET LABS PBC CLASS A | -1.1% |
|
XOMETRY, INC. CLASS A | -1.0% |
|
PRAXIS PRECISION MEDICINES, INC. | -0.9% |
|
SITIME CORPORATION | -0.9% |