Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
11%
OVERLAP
BY WEIGHT
23
# OF OVERLAPPING
HOLDINGS
AAUB
440
HOLDINGS
5%
ALSO IN WSGE
WSGE
104
HOLDINGS
22%
ALSO IN AAUB
SECTOR DRIFT (AAUB minus WSGE)
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 AAUB |
Weight in WSGE |
Overlap | |
|---|---|---|---|---|
 |
STATE STREET SPDR PORTFOLIO S&P 500 ETF | 4.7% | 5.5% | 4.7% |
|
VANGUARD S&P 500 ETF | 1.9% | 9.3% | 1.9% |
|
ISHARES CORE S&P 500 ETF | 1.5% | 5.6% | 1.5% |
|
ABBVIE INC | 0.7% | 0.6% | 0.6% |
|
JPMORGAN CHASE & CO | 1.2% | 0.6% | 0.6% |
AAUB Overweight Relative to WSGE
|
APPLE INC | 7.2% |
|
NVIDIA CORP | 6.5% |
|
MICROSOFT CORP | 5.5% |
|
AMAZON.COM INC | 3.6% |
|
ALPHABET INC. CLASS A | 2.4% |
 |
ROIVANT SCIENCES LTD. | 2.3% |
|
ALPHABET INC. CLASS C | 1.9% |
|
BROADCOM INC. | 1.9% |
|
META PLATFORMS INC | 1.9% |
|
ELI LILLY & CO | 1.5% |
AAUB Underweight Relative to WSGE
|
ISHARES GLOBAL EQUITY FACTOR ETF | -19.8% |
|
JPMORGAN US QUALITY FACTOR ETF | -10.3% |
|
ISHARES MSCI ACWI EX U.S. ETF | -7.9% |
|
VANGUARD S&P 500 ETF | -7.4% |
|
ISHARES CORE S&P 500 ETF | -4.1% |
|
WISDOMTREE EMERGING MARKETS EX-STATE | -4.0% |
|
AVANTIS EMERGING MARKETS EQUITY ETF | -3.8% |
|
STATE STREET SPDR PORTFOLIO DEVELOPE | -3.7% |
|
STATE STREET SPDR MSCI EAFE STRATEGI | -3.4% |
|
STATE STREET SPDR S&P 500 ETF TRUST | -2.0% |