Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
36%
OVERLAP
BY WEIGHT
595
# OF OVERLAPPING
HOLDINGS
VTWO
1962
HOLDINGS
33%
ALSO IN FESM
FESM
688
HOLDINGS
96%
ALSO IN VTWO
SECTOR DRIFT (VTWO minus FESM)
OVERLAPPING HOLDINGS
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| Company | Weight in VTWO |
Weight in FESM |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 1.6% | 2.4% | 1.6% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | 1.0% | 1.4% | 1.0% |
 |
FABRINET | 0.6% | 1.3% | 0.6% |
|
COEUR D'ALENE MINES CORP | 0.5% | 0.6% | 0.5% |
|
STERLING CONSTRUCTION CO | 0.7% | 0.4% | 0.4% |
VTWO Overweight Relative to FESM
 |
SAPIENS INTERNATIONAL CORP | 11.2% |
|
AMERICAN WOODMARK CORP | 0.5% |
|
NEXTRACKER, INC. CLASS A | 0.5% |
|
TTM TECHNOLOGIES | 0.4% |
|
MODINE MANUFACTURING CO | 0.4% |
|
RAMBUS INC | 0.4% |
|
SEMTECH CORP | 0.4% |
|
DIGITALOCEAN HOLDINGS, INC. | 0.3% |
|
ADVANCED ENERGY INDUSTRIES | 0.3% |
|
APPLIED BLOCKCHAIN INC | 0.3% |
VTWO Underweight Relative to FESM
|
MAXLINEAR INC-CLASS A | -1.3% |
|
BLOOM ENERGY CORPORATION CLASS A | -0.8% |
|
FABRINET | -0.7% |
|
EXTREME NETWORKS INC | -0.6% |
|
VICOR CORP | -0.6% |
|
COMFORT SYSTEMS USA INC | -0.6% |
|
ENERSYS | -0.6% |
|
RESIDEO TECHNOLOGIES, INC. | -0.5% |
|
KULICKE & SOFFA INDUSTRIES | -0.5% |
|
TENABLE HOLDINGS, INC. | -0.5% |