Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
16%
OVERLAP
BY WEIGHT
87
# OF OVERLAPPING
HOLDINGS
FSMD
603
HOLDINGS
15%
ALSO IN FFSM
FFSM
200
HOLDINGS
47%
ALSO IN FSMD
SECTOR DRIFT (FSMD minus FFSM)
OVERLAPPING HOLDINGS
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| Company | Weight in FSMD |
Weight in FFSM |
Overlap | |
|---|---|---|---|---|
 |
LUMENTUM HOLDINGS INC | 1.0% | 2.4% | 1.0% |
|
COMFORT SYSTEMS USA INC | 1.0% | 0.7% | 0.7% |
 |
TECHNIPFMC PLC | 0.5% | 1.1% | 0.5% |
|
EMCOR GROUP INC | 0.6% | 0.5% | 0.5% |
 |
FABRINET | 0.4% | 0.9% | 0.4% |
FSMD Overweight Relative to FFSM
|
CIENA CORP | 0.9% |
|
REGAL BELOIT CORP | 0.7% |
 |
FLEXTRONICS INTL LTD | 0.5% |
|
CASEY'S GENERAL STORES INC | 0.5% |
|
REVOLUTION MEDICINES, INC. | 0.5% |
|
MASTEC INC | 0.4% |
|
UNITED THERAPEUTICS CORP | 0.4% |
|
NVENT ELECTRIC PLC | 0.4% |
|
CURTISS-WRIGHT CORP | 0.4% |
|
PURE STORAGE, INC. CLASS A | 0.4% |
FSMD Underweight Relative to FFSM
|
EXACT SCIENCES CORP | -2.5% |
|
LUMENTUM HOLDINGS INC | -1.4% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -1.0% |
|
US FOODS HOLDING CORP. | -0.6% |
|
TECHNIPFMC PLC | -0.6% |
|
FABRINET | -0.5% |
|
WESTERN DIGITAL CORP | -0.5% |
 |
SIGNET JEWELERS LIMITED | -0.5% |
|
ANTERO RESOURCES CORP | -0.4% |
|
ADVANCED ENERGY INDUSTRIES | -0.4% |