Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
31%
OVERLAP
BY WEIGHT
222
# OF OVERLAPPING
HOLDINGS
ONEO
876
HOLDINGS
26%
ALSO IN BFOR
BFOR
384
HOLDINGS
59%
ALSO IN ONEO
SECTOR DRIFT (ONEO minus BFOR)
OVERLAPPING HOLDINGS
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| Company | Weight in ONEO |
Weight in BFOR |
Overlap | |
|---|---|---|---|---|
 |
WESTERN DIGITAL CORP | 1.2% | 0.7% | 0.7% |
|
MICRON TECHNOLOGY INC | 0.6% | 0.6% | 0.6% |
|
LAM RESEARCH CORP | 0.5% | 0.5% | 0.5% |
|
APPLIED MATERIALS INC | 0.4% | 0.5% | 0.4% |
|
MONOLITHIC POWER SYSTEMS INC | 0.8% | 0.3% | 0.3% |
ONEO Overweight Relative to BFOR
|
MCKESSON CORP | 0.8% |
|
DOLLAR GENERAL CORP | 0.7% |
 |
FLEXTRONICS INTL LTD | 0.6% |
|
JABIL CIRCUIT INC | 0.6% |
|
TERADYNE INC | 0.5% |
|
SUPER MICRO COMPUTER, INC. | 0.5% |
|
MARATHON PETROLEUM | 0.5% |
|
SYNCHRONY FINANCIAL | 0.5% |
|
GENERAL MOTORS CO | 0.5% |
|
WESTERN DIGITAL CORP | 0.5% |
ONEO Underweight Relative to BFOR
|
TETRA TECHNOLOGIES INC | -0.6% |
|
HUNTINGTON BANCSHARES INC | -0.5% |
|
HECLA MINING CO | -0.5% |
|
POWELL INDUSTRIES INC | -0.5% |
|
FREQUENCY ELECTRONICS INC | -0.5% |
|
NEXTRACKER, INC. CLASS A | -0.4% |
|
DIGITALOCEAN HOLDINGS, INC. | -0.4% |
|
SOUTHERN COPPER CORP | -0.4% |
|
DYCOM INDUSTRIES INC | -0.4% |
|
INNOVEX INTERNATIONAL INC | -0.4% |