Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
16%
OVERLAP
BY WEIGHT
55
# OF OVERLAPPING
HOLDINGS
FESM
721
HOLDINGS
8%
ALSO IN JSMD
JSMD
119
HOLDINGS
50%
ALSO IN FESM
SECTOR DRIFT (FESM minus JSMD)
OVERLAPPING HOLDINGS
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| Company | Weight in FESM |
Weight in JSMD |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 2.4% | 2.8% | 2.4% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | 1.3% | 1.1% | 1.1% |
 |
FABRINET | 0.9% | 1.4% | 0.9% |
|
GUARDANT HEALTH, INC. | 0.9% | 0.8% | 0.8% |
|
STONEX GROUP INC | 0.7% | 1.0% | 0.7% |
FESM Overweight Relative to JSMD
|
A-MARK PRECIOUS METALS, INC. | 7.4% |
|
ACM RESEARCH, INC. CLASS A | 0.7% |
|
PLEXUS CORP | 0.7% |
|
KULICKE & SOFFA INDUSTRIES | 0.7% |
|
COMMERCIAL METALS CO | 0.7% |
|
MAXLINEAR INC-CLASS A | 0.6% |
|
AXSOME THERAPEUTICS, INC. | 0.6% |
|
KODIAK GAS SERVICES, INC. | 0.6% |
|
EXTREME NETWORKS INC | 0.6% |
|
HEALTHEQUITY INC | 0.6% |
FESM Underweight Relative to JSMD
|
COMFORT SYSTEMS USA INC | -3.1% |
|
JABIL CIRCUIT INC | -2.4% |
|
ASTERA LABS INC | -2.3% |
|
STERLING CONSTRUCTION CO | -2.3% |
|
RYMAN HOSPITALITY PROPERTIES | -1.9% |
|
POWELL INDUSTRIES INC | -1.7% |
|
ROCKET LAB CORP | -1.6% |
|
EXELIXIS INC | -1.6% |
|
PIPER SANDLER COS | -1.6% |
|
TAPESTRY, INC. | -1.5% |