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
26
# OF OVERLAPPING
HOLDINGS
PAMC
132
HOLDINGS
23%
ALSO IN MCOW
MCOW
78
HOLDINGS
33%
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 | 3.2% | 3.0% | 3.0% |
|
LATTICE SEMICONDUCTOR CORP | 1.4% | 3.0% | 1.4% |
|
STERLING CONSTRUCTION CO | 1.4% | 1.7% | 1.4% |
|
RAMBUS INC | 1.3% | 2.3% | 1.3% |
|
COMMVAULT SYSTEMS INC | 1.2% | 1.9% | 1.2% |
PAMC Overweight Relative to MCOW
|
ENTEGRIS INC | 2.0% |
|
GUIDEWIRE SOFTWARE INC | 1.8% |
|
TALEN ENERGY CORP | 1.7% |
|
REGAL BELOIT CORP | 1.5% |
|
NEXTRACKER, INC. CLASS A | 1.4% |
|
CYTOKINETICS INC | 1.4% |
|
MA-COM TECHNOLOGY SOLUTIONS | 1.4% |
|
XPO LOGISTICS INC | 1.3% |
|
HIMS & HERS HEALTH, INC. CLASS A | 1.3% |
|
ALLEGHENY TECHNOLOGIES INC | 1.3% |
PAMC Underweight Relative to MCOW
|
EXELIXIS INC | -3.5% |
|
DOCUSIGN, INC. | -3.5% |
|
MEDPACE HOLDINGS, INC. | -3.5% |
|
MANHATTAN ASSOCIATES INC | -3.3% |
 |
TECHNIPFMC PLC | -2.3% |
|
MUELLER INDUSTRIES INC | -2.2% |
|
INTERDIGITAL INC | -2.1% |
|
QUALYS INC | -2.0% |
|
NEUROCRINE BIOSCIENCES INC | -1.9% |
|
CARLISLE COS INC | -1.8% |