Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
31%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
FMAX.TO
22
HOLDINGS
30%
ALSO IN UBNK.TO
UBNK.TO
8
HOLDINGS
100%
ALSO IN FMAX.TO
SECTOR DRIFT (FMAX.TO minus UBNK.TO)
OVERLAPPING HOLDINGS
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| Company | Weight in FMAX.TO |
Weight in UBNK.TO |
Overlap | |
|---|---|---|---|---|
 |
MORGAN STANLEY | 5.8% | 18.4% | 5.8% |
|
GOLDMAN SACHS GROUP INC | 5.6% | 18.0% | 5.6% |
|
JPMORGAN CHASE & CO | 5.1% | 15.6% | 5.1% |
|
BANK OF AMERICA CORP | 5.0% | 15.8% | 5.0% |
|
CITIGROUP INC | 5.0% | 17.3% | 5.0% |
FMAX.TO Overweight Relative to UBNK.TO
|
BLACKROCK INC | 5.5% |
|
VISA INC. CLASS A | 5.3% |
|
AMERICAN EXPRESS CO | 5.2% |
|
BLACKSTONE GROUP LP/THE | 5.1% |
|
CAPITAL ONE FINANCIAL CORP | 5.0% |
|
BERKSHIRE HATHAWAY INC-CL B | 5.0% |
|
CHUBB LIMITED | 5.0% |
|
MASTERCARD INCORPORATED CLASS A | 4.9% |
|
PROGRESSIVE CORP | 4.9% |
|
CME GROUP INC | 4.9% |
FMAX.TO Underweight Relative to UBNK.TO
|
MORGAN STANLEY | -12.6% |
|
GOLDMAN SACHS GROUP INC | -12.3% |
|
CITIGROUP INC | -12.3% |
|
BANK OF AMERICA CORP | -10.7% |
|
JPMORGAN CHASE & CO | -10.4% |
|
WELLS FARGO & CO | -10.0% |
|
MARSH & MCLENNAN COS | 4.6% |
|
SCHWAB (CHARLES) CORP | 4.7% |
|
INTERCONTINENTALEXCHANGE INC | 4.8% |
|
S&P GLOBAL, INC. | 4.9% |