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   

29

Number of overlapping holdings

11.2%

% of ESG's 265 holdings also in BBLU

78.4%

% of BBLU's 37 holdings also in ESG

Overlap by Weight
Sector Drift (ESG minus BBLU)
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 ESG
Weight
in BBLU
Overlap
META PLATFORMS INC 5.1% 4.0% 4.0%
MICROSOFT CORP 4.5% 3.5% 3.5%
JPMORGAN CHASE & CO 3.4% 4.2% 3.4%
APPLE INC 4.9% 3.3% 3.3%
BERKSHIRE HATHAWAY INC-CL B 3.3% 3.1% 3.1%

Position Highlights (Non-Overlapping Exposures)
ESG Overweight Relative to BBLU
AMAZON.COM INC 1.9%
APPLE INC 1.6%
INTL BUSINESS MACHINES CORP 1.2%
ACCENTURE PLC-CL A 1.1%
META PLATFORMS INC 1.1%
COSTCO WHOLESALE CORP 1.1%
MICROSOFT CORP 1.0%
GOLDMAN SACHS GROUP INC 0.9%
ABBOTT LABORATORIES 0.8%
BLACKROCK INC 0.7%
ESG Underweight Relative to BBLU
NVIDIA CORP -3.6%
WELLS FARGO & CO -2.9%
RTX CORP -2.6%
PEPSICO INC -2.6%
COMCAST CORP-CL A -2.5%
UNITED PARCEL SERVICE-CL B -2.4%
UNITEDHEALTH GROUP INC -2.3%
MCDONALD'S CORP -2.3%
VERIZON COMMUNICATIONS INC -2.3%
ORACLE CORP -2.1%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY