Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
55%
OVERLAP
BY WEIGHT
818
# OF OVERLAPPING
HOLDINGS
SMMD
492
HOLDINGS
37%
ALSO IN ESML
ESML
900
HOLDINGS
96%
ALSO IN SMMD
SECTOR DRIFT (SMMD minus ESML)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in SMMD |
Weight in ESML |
Overlap | |
|---|---|---|---|---|
 |
REGAL BELOIT CORP | 0.5% | 0.4% | 0.4% |
 |
TECHNIPFMC PLC | 0.3% | 0.6% | 0.3% |
|
NVENT ELECTRIC PLC | 0.3% | 0.4% | 0.3% |
|
STERLING CONSTRUCTION CO | 0.3% | 0.4% | 0.3% |
|
XPO LOGISTICS INC | 0.3% | 0.4% | 0.3% |
SMMD Overweight Relative to ESML
|
CIENA CORP | 1.0% |
|
COMFORT SYSTEMS USA INC | 0.8% |
|
BLOOM ENERGY CORPORATION CLASS A | 0.8% |
 |
FLEXTRONICS INTL LTD | 0.7% |
|
ASTERA LABS INC | 0.5% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | 0.5% |
|
JABIL CIRCUIT INC | 0.5% |
|
EMCOR GROUP INC | 0.5% |
|
TAPESTRY, INC. | 0.4% |
|
CASEY'S GENERAL STORES INC | 0.4% |
SMMD Underweight Relative to ESML
|
AKAMAI TECHNOLOGIES | -0.5% |
|
JANUS HENDERSON GROUP PLC | -0.3% |
|
ASSURANT INC | -0.3% |
|
PERKINELMER INC | -0.3% |
|
MODERNA, INC. | -0.3% |
|
OVINTIV INC | -0.2% |
|
ONE GAS INC | -0.2% |
|
FEDERAL REALTY OP LP | -0.2% |
|
US FOODS HOLDING CORP. | -0.2% |
|
TECHNIPFMC PLC | -0.2% |