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
15%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
EQTY
43
HOLDINGS
22%
ALSO IN MVAL
MVAL
47
HOLDINGS
20%
ALSO IN EQTY
SECTOR DRIFT (EQTY minus MVAL)
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 EQTY |
Weight in MVAL |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 4.0% | 3.1% | 3.1% |
|
SCHWAB (CHARLES) CORP | 4.5% | 2.9% | 2.9% |
|
THERMO FISHER SCIENTIFIC INC | 2.6% | 2.6% | 2.6% |
|
APPLIED MATERIALS INC | 2.5% | 1.8% | 1.8% |
|
S&P GLOBAL, INC. | 2.3% | 1.2% | 1.2% |
EQTY Overweight Relative to MVAL
|
ALPHABET INC. CLASS C | 4.6% |
|
VISA INC. CLASS A | 4.3% |
 |
AON PLC CLASS A | 4.0% |
|
PHILIP MORRIS INTERNATIONAL | 4.0% |
|
INTERCONTINENTALEXCHANGE INC | 3.9% |
|
SUNBELT RENTALS HOLDINGS INC | 3.9% |
|
WATERS CORP | 3.7% |
|
AMAZON.COM INC | 3.2% |
|
CARRIER GLOBAL CORP. | 3.0% |
|
MOTOROLA SOLUTIONS | 3.0% |
EQTY Underweight Relative to MVAL
|
BRISTOL-MYERS SQUIBB CO | -4.8% |
|
DANAHER CORP | -4.7% |
|
ZIMMER HOLDINGS INC | -4.5% |
|
BROWN-FORMAN CORP-CLASS B | -4.5% |
|
KENVUE, INC. | -4.3% |
|
CLOROX COMPANY | -4.1% |
|
GE HEALTHCARE TECHNOLOGIES INC. | -3.8% |
|
CONSTELLATION BRANDS INC-A | -3.8% |
|
MASCO CORP | -2.6% |
|
OTIS WORLDWIDE CORPORATION | -2.6% |