Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
35%
OVERLAP
BY WEIGHT
45
# OF OVERLAPPING
HOLDINGS
RFG
92
HOLDINGS
49%
ALSO IN PAMC
PAMC
127
HOLDINGS
36%
ALSO IN RFG
SECTOR DRIFT (RFG minus PAMC)
OVERLAPPING HOLDINGS
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| Company | Weight in RFG |
Weight in PAMC |
Overlap | |
|---|---|---|---|---|
 |
COMFORT SYSTEMS USA INC | 3.5% | 2.9% | 2.9% |
|
HIMS & HERS HEALTH, INC. CLASS A | 2.8% | 1.8% | 1.8% |
|
MEDPACE HOLDINGS, INC. | 1.7% | 1.5% | 1.5% |
|
CARPENTER TECHNOLOGY | 2.5% | 1.5% | 1.5% |
|
GUIDEWIRE SOFTWARE INC | 1.5% | 1.3% | 1.3% |
RFG Overweight Relative to PAMC
 |
ROIVANT SCIENCES LTD. | 2.9% |
|
MASTEC INC | 1.8% |
|
EXELIXIS INC | 1.6% |
|
ALLEGHENY TECHNOLOGIES INC | 1.5% |
 |
RENAISSANCERE HOLDINGS LTD | 1.5% |
|
HALOZYME THERAPEUTICS INC | 1.5% |
|
GLOBUS MEDICAL INC - A | 1.3% |
|
UNITED THERAPEUTICS CORP | 1.3% |
|
HYATT HOTELS CORP - CL A | 1.3% |
 |
RB GLOBAL | 1.2% |
RFG Underweight Relative to PAMC
|
CIENA CORP | -2.8% |
|
ILLUMINA INC | -2.4% |
|
PURE STORAGE, INC. CLASS A | -2.2% |
|
CYTOKINETICS INC | -1.5% |
|
LATTICE SEMICONDUCTOR CORP | -1.5% |
|
MA-COM TECHNOLOGY SOLUTIONS | -1.4% |
|
DUOLINGO, INC. CLASS A | -1.4% |
|
ECHOSTAR CORP-A | -1.3% |
|
VF CORP | -1.3% |
|
RAMBUS INC | -1.3% |