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
25%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
MDLV
35
HOLDINGS
34%
ALSO IN TBG
TBG
36
HOLDINGS
33%
ALSO IN MDLV
SECTOR DRIFT (MDLV minus TBG)
OVERLAPPING HOLDINGS
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| Company | Weight in MDLV |
Weight in TBG |
Overlap | |
|---|---|---|---|---|
 |
CHEVRON CORP | 3.0% | 3.4% | 3.0% |
|
JOHNSON & JOHNSON | 2.9% | 3.0% | 2.9% |
|
VERIZON COMMUNICATIONS INC | 2.4% | 3.2% | 2.4% |
|
PEPSICO INC | 2.2% | 3.5% | 2.2% |
|
MERCK & CO. INC. | 2.1% | 3.8% | 2.1% |
MDLV Overweight Relative to TBG
|
CITIGROUP INC | 5.1% |
|
CUMMINS INC | 3.7% |
|
ENTERGY CORP | 3.6% |
|
WEC ENERGY GROUP INC | 3.1% |
 |
PEMBINA PIPELINE CORP | 3.0% |
|
STATE STREET SPDR BLOOMBERG 1-3 MONT | 2.9% |
|
AT&T INC | 2.9% |
|
COCA-COLA CO/THE | 2.8% |
|
GENERAL DYNAMICS CORP | 2.8% |
|
WELLS FARGO & CO | 2.7% |
MDLV Underweight Relative to TBG
|
BLACKSTONE GROUP LP/THE | -4.5% |
|
SIMON PROPERTY GROUP INC | -4.3% |
|
PROCTER & GAMBLE CO/THE | -3.8% |
|
BROOKFIELD INFRASTRUCTURE CORPORATIO | -3.2% |
|
AMERICAN ELECTRIC POWER | -3.1% |
|
GENERAL MILLS INC | -2.9% |
|
ENERGY TRANSFER, L.P. | -2.8% |
|
ENTERPRISE PRODUCTS PARTNERS | -2.7% |
|
MOELIS & CO - CLASS A | -2.7% |
|
UNITEDHEALTH GROUP INC | -2.7% |