Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
29%
OVERLAP
BY WEIGHT
39
# OF OVERLAPPING
HOLDINGS
MCOW
80
HOLDINGS
49%
ALSO IN PAMC
PAMC
127
HOLDINGS
31%
ALSO IN MCOW
SECTOR DRIFT (MCOW minus PAMC)
OVERLAPPING HOLDINGS
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| Company | Weight in MCOW |
Weight in PAMC |
Overlap | |
|---|---|---|---|---|
 |
COMFORT SYSTEMS USA INC | 4.3% | 2.8% | 2.8% |
|
PURE STORAGE, INC. CLASS A | 4.4% | 2.6% | 2.6% |
|
MEDPACE HOLDINGS, INC. | 4.0% | 1.8% | 1.8% |
|
CURTISS-WRIGHT CORP | 1.7% | 1.4% | 1.4% |
|
LATTICE SEMICONDUCTOR CORP | 2.4% | 1.3% | 1.3% |
MCOW Overweight Relative to PAMC
|
DOCUSIGN, INC. | 3.7% |
|
MANHATTAN ASSOCIATES INC | 2.5% |
|
MEDPACE HOLDINGS, INC. | 2.3% |
|
MUELLER INDUSTRIES INC | 2.1% |
|
DROPBOX, INC. CLASS A | 2.1% |
|
DT MIDSTREAM, INC. | 2.0% |
|
EXELIXIS INC | 2.0% |
 |
JAZZ PHARMACEUTICALS PLC | 1.9% |
|
PURE STORAGE, INC. CLASS A | 1.8% |
|
QUALYS INC | 1.8% |
MCOW Underweight Relative to PAMC
|
CIENA CORP | -2.7% |
|
ILLUMINA INC | -2.5% |
|
HIMS & HERS HEALTH, INC. CLASS A | -1.7% |
|
CARPENTER TECHNOLOGY | -1.6% |
|
CYTOKINETICS INC | -1.6% |
|
GUIDEWIRE SOFTWARE INC | -1.4% |
|
MA-COM TECHNOLOGY SOLUTIONS | -1.3% |
|
DUOLINGO, INC. CLASS A | -1.3% |
|
AAON INC | -1.2% |
|
REPLIGEN CORP | -1.2% |