Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
24%
OVERLAP
BY WEIGHT
143
# OF OVERLAPPING
HOLDINGS
FESM
688
HOLDINGS
23%
ALSO IN AFSM
AFSM
334
HOLDINGS
43%
ALSO IN FESM
SECTOR DRIFT (FESM minus AFSM)
OVERLAPPING HOLDINGS
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| Company | Weight in FESM |
Weight in AFSM |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 2.4% | 1.9% | 1.9% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | 1.4% | 1.0% | 1.0% |
|
ENERSYS | 0.8% | 0.7% | 0.7% |
|
KULICKE & SOFFA INDUSTRIES | 0.7% | 0.7% | 0.7% |
|
VIAVI SOLUTIONS INC. | 0.7% | 1.2% | 0.7% |
FESM Overweight Relative to AFSM
 |
FABRINET | 1.3% |
|
MAXLINEAR INC-CLASS A | 1.3% |
|
LUMEN TECHNOLOGIES, INC. | 0.8% |
|
COMMERCIAL METALS CO | 0.7% |
|
EXTREME NETWORKS INC | 0.7% |
|
STONEX GROUP INC | 0.7% |
|
RESIDEO TECHNOLOGIES, INC. | 0.7% |
|
HEALTHEQUITY INC | 0.6% |
|
PHILLIPS EDISON & COMPANY, INC. | 0.6% |
|
PLEXUS CORP | 0.6% |
FESM Underweight Relative to AFSM
|
TTM TECHNOLOGIES | -1.2% |
|
BLUE BIRD CORPORATION | -0.9% |
|
NATIONAL HEALTHCARE CORP | -0.9% |
|
PAR PETROLEUM CORPORATION | -0.8% |
|
AMES NATIONAL CORP | -0.8% |
|
PENGUIN SOLUTIONS INC | -0.8% |
|
CAREER EDUCATION CORP | -0.8% |
|
MATSON INC | -0.7% |
|
TRUSTCO BANK CORP NY | -0.7% |
|
GARRETT MOTION, INC. | -0.7% |