Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
41%
OVERLAP
BY WEIGHT
213
# OF OVERLAPPING
HOLDINGS
BKMC
408
HOLDINGS
57%
ALSO IN ISCG
ISCG
953
HOLDINGS
25%
ALSO IN BKMC
SECTOR DRIFT (BKMC minus ISCG)
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 BKMC |
Weight in ISCG |
Overlap | |
|---|---|---|---|---|
 |
REGAL BELOIT CORP | 1.1% | 0.8% | 0.8% |
|
STERLING CONSTRUCTION CO | 0.6% | 0.7% | 0.6% |
|
OKTA, INC. CLASS A | 0.5% | 0.8% | 0.5% |
|
ROKU, INC. CLASS A | 0.5% | 0.6% | 0.5% |
|
NORDSON CORP | 0.4% | 0.5% | 0.4% |
BKMC Overweight Relative to ISCG
|
REVOLUTION MEDICINES, INC. | 0.7% |
|
NVENT ELECTRIC PLC | 0.7% |
|
CARPENTER TECHNOLOGY | 0.7% |
|
TWILIO, INC. CLASS A | 0.7% |
|
ALLEGHENY TECHNOLOGIES INC | 0.7% |
|
MKS INSTRUMENTS INC | 0.6% |
|
MA-COM TECHNOLOGY SOLUTIONS | 0.6% |
|
F5 NETWORKS INC | 0.5% |
|
MODERNA, INC. | 0.5% |
|
TTM TECHNOLOGIES | 0.5% |
BKMC Underweight Relative to ISCG
|
RALPH LAUREN CORP | -0.4% |
|
ATLASSIAN CORP. CLASS A | -0.4% |
|
TRADEWEB MARKETS, INC. CLASS A | -0.4% |
|
INSULET CORP | -0.4% |
 |
HUT 8 CORP | -0.4% |
|
SAMSARA, INC. CLASS A | -0.3% |
|
CORCEPT THERAPEUTICS INC | -0.3% |
|
CRINETICS PHARMACEUTICALS INC | -0.3% |
|
GLAUKOS CORP | -0.3% |
|
JFROG LTD. | -0.3% |