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

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Company Weight
in ESG
Weight
in BBLU
Overlap
META PLATFORMS INC 5.1% 3.7% 3.7%
JPMORGAN CHASE & CO 3.4% 4.1% 3.4%
MICROSOFT CORP 4.5% 3.3% 3.3%
APPLE INC 4.9% 3.3% 3.3%
BERKSHIRE HATHAWAY INC-CL B 3.3% 3.0% 3.0%

Position Highlights (Non-Overlapping Exposures)
ESG Overweight Relative to BBLU
AMAZON.COM INC 2.0%
APPLE INC 1.7%
META PLATFORMS INC 1.4%
INTL BUSINESS MACHINES CORP 1.2%
MICROSOFT CORP 1.1%
ACCENTURE PLC-CL A 1.1%
COSTCO WHOLESALE CORP 1.1%
GOLDMAN SACHS GROUP INC 0.9%
ABBOTT LABORATORIES 0.8%
BLACKROCK INC 0.7%
ESG Underweight Relative to BBLU
NVIDIA CORP -3.3%
WELLS FARGO & CO -3.0%
RTX CORP -2.6%
PEPSICO INC -2.5%
COMCAST CORP-CL A -2.5%
UNITED PARCEL SERVICE-CL B -2.3%
MCDONALD'S CORP -2.3%
VERIZON COMMUNICATIONS INC -2.3%
ORACLE CORP -2.1%
PFIZER INC -2.0%
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