Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
31%
OVERLAP
BY WEIGHT
357
# OF OVERLAPPING
HOLDINGS
VTWG
1131
HOLDINGS
35%
ALSO IN FESM
FESM
688
HOLDINGS
57%
ALSO IN VTWG
SECTOR DRIFT (VTWG minus FESM)
OVERLAPPING HOLDINGS
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| Company | Weight in VTWG |
Weight in FESM |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 2.8% | 2.4% | 2.4% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | 1.7% | 1.4% | 1.4% |
 |
FABRINET | 1.1% | 1.3% | 1.1% |
|
GUARDANT HEALTH, INC. | 0.7% | 0.7% | 0.7% |
|
DYCOM INDUSTRIES INC | 0.7% | 0.5% | 0.5% |
VTWG Overweight Relative to FESM
 |
SAPIENS INTERNATIONAL CORP | 18.9% |
|
STERLING CONSTRUCTION CO | 0.7% |
|
NEXTRACKER, INC. CLASS A | 0.7% |
|
RAMBUS INC | 0.7% |
|
MODINE MANUFACTURING CO | 0.7% |
|
SEMTECH CORP | 0.6% |
|
IONQ, INC. | 0.5% |
|
DIGITALOCEAN HOLDINGS, INC. | 0.5% |
|
SITIME CORPORATION | 0.5% |
|
ADVANCED ENERGY INDUSTRIES | 0.5% |
VTWG Underweight Relative to FESM
|
MAXLINEAR INC-CLASS A | -1.4% |
|
ENERSYS | -0.8% |
|
COMMERCIAL METALS CO | -0.7% |
|
RESIDEO TECHNOLOGIES, INC. | -0.7% |
|
SOUTHWEST GAS CORP | -0.6% |
|
PHILLIPS EDISON & COMPANY, INC. | -0.6% |
|
BENCHMARK ELECTRONICS INC | -0.6% |
|
COMFORT SYSTEMS USA INC | -0.6% |
|
EASTERN BANKSHARES, INC. | -0.6% |
|
EXTREME NETWORKS INC | -0.6% |