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
19%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
EQTY
39
HOLDINGS
21%
ALSO IN MVAL
MVAL
41
HOLDINGS
21%
ALSO IN EQTY
SECTOR DRIFT (EQTY minus MVAL)
OVERLAPPING HOLDINGS
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| Company | Weight in EQTY |
Weight in MVAL |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 5.0% | 3.9% | 3.9% |
|
DANAHER CORP | 3.7% | 4.9% | 3.7% |
|
META PLATFORMS INC | 3.3% | 3.3% | 3.3% |
|
SCHWAB (CHARLES) CORP | 4.6% | 2.8% | 2.8% |
|
LOWE'S COS INC | 1.6% | 2.1% | 1.6% |
EQTY Overweight Relative to MVAL
|
VISA INC. CLASS A | 4.5% |
|
WATERS CORP | 4.4% |
|
INTERCONTINENTALEXCHANGE INC | 4.2% |
|
PHILIP MORRIS INTERNATIONAL | 4.1% |
|
ALPHABET INC. CLASS C | 3.9% |
 |
AON PLC CLASS A | 3.9% |
|
CARRIER GLOBAL CORP. | 3.6% |
 |
ALCON, INC. | 3.3% |
|
MOTOROLA SOLUTIONS | 3.2% |
|
SUNBELT RENTALS HOLDINGS INC | 3.1% |
EQTY Underweight Relative to MVAL
|
TRACTOR SUPPLY COMPANY | -4.5% |
|
BROADRIDGE FINANCIAL SOLUTIO | -4.5% |
|
BROWN-FORMAN CORP-CLASS B | -4.3% |
|
GE HEALTHCARE TECHNOLOGIES INC. | -4.3% |
|
MONDELEZ INTERNATIONAL INC-A | -4.3% |
|
KENVUE, INC. | -4.3% |
|
ZIMMER HOLDINGS INC | -4.2% |
|
CONSTELLATION BRANDS INC-A | -4.0% |
|
MCCORMICK & CO-NON VTG SHRS | -3.9% |
|
CLOROX COMPANY | -3.9% |