Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
22%
OVERLAP
BY WEIGHT
22
# OF OVERLAPPING
HOLDINGS
MCOW
79
HOLDINGS
28%
ALSO IN BUL
BUL
50
HOLDINGS
44%
ALSO IN MCOW
SECTOR DRIFT (MCOW minus BUL)
OVERLAPPING HOLDINGS
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| Company | Weight in MCOW |
Weight in BUL |
Overlap | |
|---|---|---|---|---|
 |
NEUROCRINE BIOSCIENCES INC | 2.4% | 1.9% | 1.9% |
|
RAMBUS INC | 3.7% | 1.9% | 1.9% |
|
OKTA, INC. CLASS A | 1.7% | 2.6% | 1.7% |
 |
JAZZ PHARMACEUTICALS PLC | 2.4% | 1.7% | 1.7% |
|
EXELIXIS INC | 2.5% | 1.6% | 1.6% |
MCOW Overweight Relative to BUL
|
PURE STORAGE, INC. CLASS A | 5.1% |
|
STERLING CONSTRUCTION CO | 4.3% |
|
LATTICE SEMICONDUCTOR CORP | 4.3% |
|
DOCUSIGN, INC. | 3.4% |
|
MANHATTAN ASSOCIATES INC | 2.9% |
|
CURTISS-WRIGHT CORP | 2.3% |
|
MUELLER INDUSTRIES INC | 2.3% |
|
DT MIDSTREAM, INC. | 2.2% |
|
NVENT ELECTRIC PLC | 2.0% |
|
GRACO INC | 1.8% |
MCOW Underweight Relative to BUL
 |
FLEXTRONICS INTL LTD | -6.6% |
|
CARNIVAL CORP | -4.8% |
|
NEWMONT MINING CORP | -4.6% |
|
BOOKING HOLDINGS INC. | -4.5% |
|
EMCOR GROUP INC | -4.4% |
|
UBER TECHNOLOGIES, INC. | -4.4% |
|
FIRST SOLAR INC | -3.9% |
|
TAPESTRY, INC. | -3.5% |
|
TWILIO, INC. CLASS A | -3.5% |
|
EXPEDIA GROUP INC | -3.3% |