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
16%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
MBOX
46
HOLDINGS
19%
ALSO IN SMRI
SMRI
50
HOLDINGS
18%
ALSO IN MBOX
SECTOR DRIFT (MBOX minus SMRI)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in MBOX |
Weight in SMRI |
Overlap | |
|---|---|---|---|---|
 |
QUALCOMM INC | 2.5% | 3.1% | 2.5% |
|
DELL TECHNOLOGIES INC CLASS C | 2.3% | 4.1% | 2.3% |
|
PAYCHEX INC | 2.0% | 1.9% | 1.9% |
|
AUTOMATIC DATA PROCESSING | 2.1% | 1.8% | 1.8% |
|
MERCK & CO. INC. | 2.2% | 1.7% | 1.7% |
MBOX Overweight Relative to SMRI
|
MORGAN STANLEY | 3.1% |
|
JPMORGAN CHASE & CO | 3.0% |
 |
ASML HOLDING NV-NY REG SHS | 2.9% |
|
KLA CORPORATION | 2.7% |
|
GOLDMAN SACHS GROUP INC | 2.6% |
|
UNITEDHEALTH GROUP INC | 2.6% |
|
ENTERPRISE PRODUCTS PARTNERS | 2.5% |
|
AMGEN INC | 2.5% |
|
ENERGY TRANSFER, L.P. | 2.5% |
|
BROADCOM INC. | 2.4% |
MBOX Underweight Relative to SMRI
|
SANDISK CORP | -5.5% |
|
HUMANA INC | -3.6% |
|
ON SEMICONDUCTOR CORPORATION | -3.4% |
|
CENTENE CORP | -3.3% |
|
NETAPP INC | -2.7% |
|
OKTA, INC. CLASS A | -2.7% |
|
TWILIO, INC. CLASS A | -2.6% |
|
F5 NETWORKS INC | -2.3% |
|
NEUROCRINE BIOSCIENCES INC | -2.2% |
|
ROYALTY PHARMA PLC CLASS A | -2.0% |