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   

84

Number of overlapping holdings

19.0%

% of IUSG's 451 holdings also in MTUM

68.9%

% of MTUM's 124 holdings also in IUSG

Overlap by Weight
Sector Drift (IUSG minus MTUM)
Overlapping Holdings

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Company Weight
in IUSG
Weight
in MTUM
Overlap
NVIDIA CORP 10.4% 3.9% 3.9%
META PLATFORMS INC 4.6% 3.8% 3.8%
BROADCOM INC. 3.4% 4.5% 3.4%
TESLA MOTORS INC 2.8% 3.7% 2.8%
VISA INC. CLASS A 2.4% 4.0% 2.4%

Position Highlights (Non-Overlapping Exposures)
IUSG Overweight Relative to MTUM
NVIDIA CORP 6.5%
MICROSOFT CORP 5.9%
APPLE INC 5.7%
AMAZON.COM INC 4.0%
ALPHABET INC. CLASS A 3.7%
ALPHABET INC. CLASS C 3.0%
ELI LILLY & CO 2.8%
BERKSHIRE HATHAWAY INC-CL B 1.9%
MASTERCARD INCORPORATED CLASS A 1.8%
SALESFORCE.COM INC 1.0%
IUSG Underweight Relative to MTUM
WAL-MART STORES INC -4.2%
JPMORGAN CHASE & CO -3.4%
PALANTIR TECHNOLOGIES INC. CLASS A -2.1%
AT&T INC -1.7%
VISA INC. CLASS A -1.6%
GOLDMAN SACHS GROUP INC -1.6%
COSTCO WHOLESALE CORP -1.6%
PHILIP MORRIS INTERNATIONAL -1.5%
GE AEROSPACE -1.4%
WELLS FARGO & CO -1.4%
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