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
53
Number of overlapping holdings
20.3%
% of ESG's 264 holdings also in EQUL
70.7%
% of EQUL's 76 holdings also in ESG
Overlap by Weight
Sector Drift (ESG minus EQUL)
Overlapping Holdings
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| Company | Weight in ESG |
Weight in EQUL |
Overlap | |
|---|---|---|---|---|
 |
META PLATFORMS INC | 5.9% | 1.9% | 1.9% |
|
MERCK & CO. INC. | 1.7% | 1.5% | 1.5% |
|
MICROSOFT CORP | 4.9% | 1.4% | 1.4% |
|
PROCTER & GAMBLE CO/THE | 1.7% | 1.4% | 1.4% |
 |
ACCENTURE PLC-CL A | 1.4% | 1.4% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
ESG Overweight Relative to EQUL
|
AMAZON.COM INC | 5.3% |
|
APPLE INC | 4.1% |
|
META PLATFORMS INC | 4.0% |
|
MICROSOFT CORP | 3.5% |
|
TESLA MOTORS INC | 3.0% |
|
JPMORGAN CHASE & CO | 2.9% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.8% |
|
EXXON MOBIL CORP | 2.2% |
|
VISA INC. CLASS A | 2.0% |
|
ELI LILLY & CO | 1.8% |
ESG Underweight Relative to EQUL
|
ORGANON & CO. | -1.7% |
|
DOORDASH, INC. CLASS A | -1.6% |
|
AMERICAN EXPRESS CO | -1.5% |
|
WEX INC | -1.5% |
|
SYNCHRONY FINANCIAL | -1.4% |
|
AMERISOURCEBERGEN CORP | -1.4% |
|
RAYMOND JAMES FINANCIAL INC | -1.4% |
|
WELLS FARGO & CO | -1.4% |
|
XYLEM INC | -1.4% |
|
EBAY INC | -1.4% |