Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
46%
OVERLAP
BY WEIGHT
356
# OF OVERLAPPING
HOLDINGS
FSMD
603
HOLDINGS
62%
ALSO IN ESML
ESML
900
HOLDINGS
42%
ALSO IN FSMD
SECTOR DRIFT (FSMD minus ESML)
OVERLAPPING HOLDINGS
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| Company | Weight in FSMD |
Weight in ESML |
Overlap | |
|---|---|---|---|---|
 |
TECHNIPFMC PLC | 0.5% | 0.6% | 0.5% |
 |
NVENT ELECTRIC PLC | 0.4% | 0.4% | 0.4% |
 |
FABRINET | 0.4% | 0.4% | 0.4% |
|
CARPENTER TECHNOLOGY | 0.4% | 0.4% | 0.4% |
|
REGAL BELOIT CORP | 0.7% | 0.4% | 0.4% |
FSMD Overweight Relative to ESML
|
CIENA CORP | 1.2% |
|
LUMENTUM HOLDINGS INC | 1.0% |
|
COMFORT SYSTEMS USA INC | 1.0% |
|
EMCOR GROUP INC | 0.6% |
 |
FLEXTRONICS INTL LTD | 0.5% |
|
CASEY'S GENERAL STORES INC | 0.5% |
|
TAPESTRY, INC. | 0.5% |
|
REVOLUTION MEDICINES, INC. | 0.5% |
|
UNITED THERAPEUTICS CORP | 0.4% |
|
CURTISS-WRIGHT CORP | 0.4% |
FSMD Underweight Relative to ESML
|
AKAMAI TECHNOLOGIES | -0.5% |
|
US FOODS HOLDING CORP. | -0.4% |
|
OVINTIV INC | -0.4% |
|
XPO LOGISTICS INC | -0.4% |
|
ALBEMARLE CORP | -0.3% |
|
PERKINELMER INC | -0.3% |
|
UNITED BANKSHARES INC | -0.3% |
|
MODERNA, INC. | -0.3% |
|
FACTSET RESEARCH SYSTEMS INC | -0.3% |
|
GENERAC HOLDINGS INC | -0.3% |