Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
25%
OVERLAP
BY WEIGHT
27
# OF OVERLAPPING
HOLDINGS
PAMC
112
HOLDINGS
24%
ALSO IN MCOW
MCOW
79
HOLDINGS
36%
ALSO IN PAMC
SECTOR DRIFT (PAMC minus MCOW)
OVERLAPPING HOLDINGS
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| Company | Weight in PAMC |
Weight in MCOW |
Overlap | |
|---|---|---|---|---|
 |
OKTA, INC. CLASS A | 3.4% | 3.5% | 3.4% |
|
STERLING CONSTRUCTION CO | 2.0% | 2.7% | 2.0% |
|
LATTICE SEMICONDUCTOR CORP | 1.8% | 3.8% | 1.8% |
|
NVENT ELECTRIC PLC | 1.6% | 2.1% | 1.6% |
|
RAMBUS INC | 1.6% | 2.8% | 1.6% |
PAMC Overweight Relative to MCOW
|
ENTEGRIS INC | 2.1% |
|
MA-COM TECHNOLOGY SOLUTIONS | 1.9% |
|
TALEN ENERGY CORP | 1.8% |
|
GUIDEWIRE SOFTWARE INC | 1.8% |
 |
FABRINET | 1.7% |
|
SITIME CORPORATION | 1.6% |
|
VICOR CORP | 1.6% |
|
DIGITALOCEAN HOLDINGS, INC. | 1.6% |
|
REGAL BELOIT CORP | 1.6% |
|
MKS INSTRUMENTS INC | 1.5% |
PAMC Underweight Relative to MCOW
|
DOCUSIGN, INC. | -4.0% |
|
MANHATTAN ASSOCIATES INC | -3.3% |
|
MEDPACE HOLDINGS, INC. | -3.3% |
|
EXELIXIS INC | -3.1% |
|
QUALYS INC | -2.4% |
|
NEUROCRINE BIOSCIENCES INC | -2.3% |
|
MUELLER INDUSTRIES INC | -2.2% |
|
DROPBOX, INC. CLASS A | -2.2% |
|
INTERDIGITAL INC | -2.2% |
|
LATTICE SEMICONDUCTOR CORP | -2.0% |