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
24%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
MFMO
100
HOLDINGS
10%
ALSO IN STRN
STRN
28
HOLDINGS
36%
ALSO IN MFMO
SECTOR DRIFT (MFMO minus STRN)
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 MFMO |
Weight in STRN |
Overlap | |
|---|---|---|---|---|
 |
EXXON MOBIL HOLDING CORP | 5.0% | 4.9% | 4.9% |
|
CHEVRON CORP | 4.9% | 4.1% | 4.1% |
|
MICRON TECHNOLOGY INC | 4.8% | 2.6% | 2.6% |
|
ARISTA NETWORKS, INC. | 3.3% | 2.5% | 2.5% |
|
FORTINET INC | 2.3% | 2.7% | 2.3% |
MFMO Overweight Relative to STRN
|
PALO ALTO NETWORKS INC | 5.4% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 5.0% |
|
CISCO SYSTEMS INC | 5.0% |
|
ALPHABET INC. CLASS C | 4.7% |
|
INTEL CORP | 4.1% |
|
ADVANCED MICRO DEVICES | 3.3% |
|
LAM RESEARCH CORP | 3.2% |
|
MODERNA, INC. | 3.2% |
|
AMGEN INC | 3.0% |
|
NVIDIA CORP | 2.8% |
MFMO Underweight Relative to STRN
|
PALANTIR TECHNOLOGIES INC. CLASS A | -7.2% |
|
SOUTHERN COPPER CORP | -6.9% |
|
AMPHENOL CORP-CL A | -6.6% |
|
WELLTOWER, INC. | -6.4% |
|
VALERO ENERGY CORP | -6.4% |
|
MARATHON PETROLEUM | -5.1% |
|
DELL TECHNOLOGIES INC CLASS C | -4.8% |
|
ANALOG DEVICES INC | -4.8% |
|
PURE STORAGE, INC. CLASS A | -4.6% |
|
CAPITAL ONE FINANCIAL CORP | -4.4% |