Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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27
Number of overlapping holdings
44.3%
% of ECML's 61 holdings also in DSMC
18.2%
% of DSMC's 148 holdings also in ECML
Overlap by Weight
Sector Drift (ECML minus DSMC)
Overlapping Holdings
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| Company | Weight in ECML |
Weight in DSMC |
Overlap | |
|---|---|---|---|---|
 |
OWENS CORNING | 1.7% | 1.7% | 1.7% |
|
DILLARDS INC-CL A | 1.7% | 1.8% | 1.7% |
|
TOLL BROTHERS INC | 2.0% | 1.6% | 1.6% |
|
ALPHA METALLURGICAL RESOURCES, INC. | 1.5% | 1.4% | 1.4% |
|
ATKORE INTERNATIONAL GROUP INC. | 1.6% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
ECML Overweight Relative to DSMC
|
MUELLER INDUSTRIES INC | 2.2% |
|
GROUP 1 AUTOMOTIVE INC | 1.9% |
|
VIPER ENERGY PARTNERS LP | 1.9% |
|
FOX CORPORATION CLASS A | 1.8% |
|
PILGRIM'S PRIDE CORP | 1.8% |
|
CHENIERE ENERGY INC | 1.8% |
|
INGREDION INC | 1.8% |
|
GREEN BRICK PARTNERS, INC. | 1.8% |
|
ALTRIA GROUP INC | 1.7% |
|
PULTE HOMES INC | 1.7% |
ECML Underweight Relative to DSMC
|
CHESAPEAKE ENERGY CORP | -2.2% |
|
INTERDIGITAL INC | -1.5% |
|
CHORD ENERGY CORPORATION | -1.3% |
|
WEX INC | -1.2% |
|
TAPESTRY, INC. | -1.2% |
|
STERLING CONSTRUCTION CO | -1.1% |
|
ETSY, INC. | -1.1% |
 |
JAZZ PHARMACEUTICALS PLC | -1.1% |
|
CROCS INC | -1.0% |
|
MOLSON COORS BREWING CO -B | -1.0% |