Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
33%
OVERLAP
BY WEIGHT
264
# OF OVERLAPPING
HOLDINGS
ONEO
872
HOLDINGS
30%
ALSO IN VFMF
VFMF
597
HOLDINGS
46%
ALSO IN ONEO
SECTOR DRIFT (ONEO minus VFMF)
OVERLAPPING HOLDINGS
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| Company | Weight in ONEO |
Weight in VFMF |
Overlap | |
|---|---|---|---|---|
 |
MICRON TECHNOLOGY INC | 1.4% | 1.3% | 1.3% |
|
LAM RESEARCH CORP | 0.7% | 1.0% | 0.7% |
|
MCKESSON CORP | 0.6% | 0.8% | 0.6% |
|
APPLIED MATERIALS INC | 0.6% | 0.7% | 0.6% |
|
KLA CORPORATION | 0.6% | 0.5% | 0.5% |
ONEO Overweight Relative to VFMF
|
WESTERN DIGITAL CORP | 1.8% |
 |
FLEXTRONICS INTL LTD | 1.4% |
|
MONOLITHIC POWER SYSTEMS INC | 0.9% |
|
QNITY ELECTRONICS INC | 0.7% |
|
SUPER MICRO COMPUTER, INC. | 0.7% |
|
JABIL CIRCUIT INC | 0.6% |
|
MARATHON PETROLEUM | 0.6% |
|
TERADYNE INC | 0.5% |
|
NUCOR CORP | 0.5% |
|
DELL TECHNOLOGIES INC CLASS C | 0.5% |
ONEO Underweight Relative to VFMF
|
INTEL CORP | -1.0% |
|
BANK OF NEW YORK MELLON CORP | -0.9% |
|
BRISTOL-MYERS SQUIBB CO | -0.8% |
|
ALPHABET INC. CLASS A | -0.8% |
|
WELLS FARGO & CO | -0.8% |
|
JPMORGAN CHASE & CO | -0.7% |
|
MERCK & CO. INC. | -0.7% |
|
EXXON MOBIL CORP | -0.7% |
|
WAL-MART STORES INC | -0.7% |
|
GILEAD SCIENCES INC | -0.7% |