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SMMV vs ESML

Shared holdings
178
SMMV covered by ESML
22.43%
ESML covered by SMMV
22.43%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

SMMV (Jan. 31, 2026)

SecurityWeight
BlackRock Cash Funds: Institutional, SL Agency Shares3.01%
ROYAL GOLD INC1.99%
OMEGA HEALTHCARE INVESTORS INC1.47%
PINNACLE WEST CAPITAL CORP1.46%
ENSIGN GROUP INC1.40%
AGREE REALTY CORP1.36%
OLD REPUBLIC INTL CORP1.34%
NEW YORK TIMES CO CL A1.30%
CARETRUST REIT INC1.25%
IDACORP INC1.22%
RENAISSANCERE HLDGS LTD1.17%
OGE ENERGY CORP1.12%
FIRSTCASH HOLDINGS INC1.12%
SERVICE CORP INTERNATIONAL INC1.09%
AGNC INVESTMENT CORP1.07%
INGREDION INC1.03%
CHEMED CORP1.02%
HANOVER INSURANCE GROUP INC1.01%
FTI CONSULTING INC0.96%
ENCOMPASS HEALTH CORP0.93%
ROIVANT SCIENCES LTD0.92%
MAXIMUS INC0.91%
WHITE MOUNTAINS INS GROUP LTD0.90%
RLI CORP0.82%
LANDSTAR SYSTEM INC0.82%
AXIS CAPITAL HOLDINGS LTD0.78%
SMITH (AO) CORP0.76%
SABRA HEALTHCARE REIT INC0.76%
POST HOLDINGS INC0.76%
NNN REIT INC0.75%
MADISON SQUARE GARDEN SPORTS CORP0.75%
BJS WHSL CLUB HLDGS INC0.75%
SELECTIVE INSURANCE GROUP INC0.73%
CASELLA WASTE SYS INC CL A0.71%
GENTEX CORP0.69%
DOLBY LABORATORIES INC CL A0.67%
HESS MIDSTREAM LP - CLASS A COMMON STOCK0.66%
CASEY'S GENERAL0.65%
CCC INTELLIGENT SOLUTIONS HOLD CL A0.65%
BRADY CORPORATION CL A0.64%
TKO GROUP HOLDINGS INC0.64%
INTERDIGITAL INC0.63%
BOX INC- CLASS A0.63%
DT MIDSTREAM INC0.62%
TEXAS ROADHOUSE INC0.61%
MURPHY USA INC0.61%
OPTION CARE HEALTH INC0.60%
Plains GP Holdings LP LTD PARTNER INT CL A NEW IN0.60%
TETRA TECH INC0.59%
PHILLIPS EDISON and CO INC0.59%

ESML (Feb. 28, 2026)

SecurityWeight
BlackRock Cash Funds: Institutional, SL Agency Shares4.54%
SANDISK CORPORATION1.33%
LUMENTUM HOLDINGS INC0.81%
SunocoCorp LLC COM SHS LLC0.76%
COHERENT CORP0.64%
TECHNIPFMC PLC0.59%
US FOODS HOLDING CORP0.59%
CASEY'S GENERAL0.56%
FTAI AVIATION LT0.48%
ROYAL GOLD INC0.44%
JANUS HENDERSON0.44%
BlackRock Cash Funds: Treasury, SL Agency Shares0.42%
ASSURANT INC0.41%
XPO LOGISTICS INC0.41%
OVINTIV INC0.39%
CURTISS WRIGHT CORPORATION0.39%
ATI INC0.38%
EXACT SCIENCES CORP0.37%
WOODWARD INC0.35%
ALBEMARLE CORP0.35%
CARPENTER TECHNOLOGY CORP0.33%
HUNTINGTON INGALLS INDUSTRIES INC0.33%
ONE GAS INC0.32%
FED REALTY INVS0.31%
MODERNA INC0.31%
JONES LANG LASALLE INC0.31%
AKAMAI TECHNOLOGIES INC0.31%
OSHKOSH CORP0.31%
FABRINET0.31%
WESCO INTL0.31%
NVENT ELECTRIC0.31%
ITT INC0.30%
BRIXMOR PROPERTY0.30%
RYDER SYSTEM INC0.29%
ZURN ELKAY WATER SOLUTIONS CORP0.29%
UGI CORP NEW0.29%
ADV ENERGY INDS0.29%
EAST WEST BNCRP0.29%
HECLA MINING CO0.28%
MASTEC INC0.28%
COEUR MINING INC0.27%
REVVITY INC0.27%
AST SPACEMOBILE INC0.27%
TENET HEALTHCARE CORP0.26%
CROWN HOLDINGS INC0.26%
ELANCO ANIMAL HEALTH INC0.26%
UNITED BANKSHS0.26%
SERVICE CORP INTERNATIONAL INC0.26%
SPIRE INC0.26%
FLOWSERVE CORP0.26%

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