Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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371
Number of overlapping holdings
43.1%
% of ESML's 914 holdings also in BKSE
64.7%
% of BKSE's 602 holdings also in ESML
Overlap by Weight
Sector Drift (ESML minus BKSE)
Overlapping Holdings
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| Company | Weight in ESML |
Weight in BKSE |
Overlap | |
|---|---|---|---|---|
 |
FRANK'S INTERNATIONAL NV | 1.0% | 0.9% | 0.9% |
 |
SPROUTS FARMERS MARKET INC | 0.4% | 0.5% | 0.4% |
|
RYDER SYSTEM INC | 0.3% | 0.3% | 0.3% |
|
BADGER METER INC | 0.3% | 0.3% | 0.3% |
|
DT MIDSTREAM, INC. | 0.3% | 0.4% | 0.3% |
Position Highlights (Non-Overlapping Exposures)
ESML Overweight Relative to BKSE
|
ADVENTRX PHARMACEUTICALS INC | 1.6% |
|
US FOODS HOLDING CORP. | 0.5% |
|
CASEY'S GENERAL STORES INC | 0.5% |
 |
TECHNIPFMC PLC | 0.4% |
|
INGREDION INC | 0.4% |
|
MURPHY USA, INC. | 0.4% |
|
COMFORT SYSTEMS USA INC | 0.4% |
|
EAST WEST BANCORP INC | 0.4% |
|
INTERACTIVE BROKERS GRO-CL A | 0.3% |
|
XPO LOGISTICS INC | 0.3% |
ESML Underweight Relative to BKSE
|
MUELLER INDUSTRIES INC | -0.4% |
|
CRANE HOLDINGS, CO. | -0.4% |
|
KIRBY CORP | -0.4% |
|
INSMED INC | -0.4% |
 |
ESSENT GROUP LTD | -0.4% |
|
BANCORPSOUTH BANK | -0.3% |
|
BLUEPRINT MEDICINES CORP. | -0.3% |
|
CASELLA WASTE SYSTEMS INC-A | -0.3% |
|
REVOLUTION MEDICINES, INC. | -0.3% |
|
FNB CORP | -0.3% |