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
OVERLAP
19%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
LOWV
78
HOLDINGS
15%
ALSO IN KAT
KAT
36
HOLDINGS
31%
ALSO IN LOWV
SECTOR DRIFT (LOWV minus KAT)
OVERLAPPING HOLDINGS
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| Company | Weight in LOWV |
Weight in KAT |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 9.6% | 4.7% | 4.7% |
|
ORACLE CORP | 2.9% | 3.1% | 2.9% |
|
VISA INC. CLASS A | 2.3% | 3.8% | 2.3% |
|
MCKESSON CORP | 2.1% | 6.6% | 2.1% |
|
META PLATFORMS INC | 2.5% | 1.5% | 1.5% |
LOWV Overweight Relative to KAT
|
MICROSOFT CORP | 4.9% |
|
APPLE INC | 4.7% |
|
BROADCOM INC. | 4.3% |
|
ALPHABET INC. CLASS C | 4.2% |
|
AMAZON.COM INC | 3.3% |
|
NVIDIA CORP | 3.0% |
|
PHILIP MORRIS INTERNATIONAL | 2.3% |
|
INTUIT INC | 2.1% |
|
AUTOZONE INC | 2.0% |
|
JPMORGAN CHASE & CO | 1.9% |
LOWV Underweight Relative to KAT
|
UNION PACIFIC CORP | -4.7% |
|
MCKESSON CORP | -4.4% |
 |
BROOKFIELD CORP | -4.4% |
|
BERKSHIRE HATHAWAY INC-CL B | -4.3% |
|
FRANCO-NEVADA CORP | -4.2% |
|
OCCIDENTAL PETROLEUM CORP | -4.0% |
|
MARKEL CORP | -4.0% |
 |
NOVARTIS AG-ADR | -3.7% |
|
ZOETIS INC | -3.6% |
|
CHUBB LIMITED | -3.3% |