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
21%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
EQIN
102
HOLDINGS
15%
ALSO IN MBOX
MBOX
46
HOLDINGS
32%
ALSO IN EQIN
SECTOR DRIFT (EQIN minus MBOX)
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 EQIN |
Weight in MBOX |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 4.7% | 3.0% | 3.0% |
|
GOLDMAN SACHS GROUP INC | 3.5% | 2.6% | 2.6% |
|
UNITEDHEALTH GROUP INC | 4.0% | 2.6% | 2.6% |
|
QUALCOMM INC | 2.6% | 2.5% | 2.5% |
|
EXXON MOBIL CORP | 3.8% | 2.2% | 2.2% |
EQIN Overweight Relative to MBOX
|
BANK OF AMERICA CORP | 4.3% |
|
PROCTER & GAMBLE CO/THE | 3.8% |
|
CHEVRON CORP | 3.8% |
|
HOME DEPOT INC | 3.6% |
|
PHILIP MORRIS INTERNATIONAL | 3.0% |
|
WELLS FARGO & CO | 2.7% |
|
CITIGROUP INC | 2.7% |
|
INTL BUSINESS MACHINES CORP | 2.5% |
|
AMERICAN EXPRESS CO | 2.5% |
|
WALT DISNEY CO/THE | 2.0% |
EQIN Underweight Relative to MBOX
|
MORGAN STANLEY | -3.1% |
 |
ASML HOLDING NV-NY REG SHS | -2.9% |
|
KLA CORPORATION | -2.7% |
|
ENTERPRISE PRODUCTS PARTNERS | -2.5% |
|
AMGEN INC | -2.5% |
|
ENERGY TRANSFER, L.P. | -2.5% |
|
BROADCOM INC. | -2.4% |
 |
EATON CORP PLC | -2.4% |
|
TRANE TECHNOLOGIES PLC | -2.3% |
|
RYMAN HOSPITALITY PROPERTIES | -2.3% |