Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
25
Number of overlapping holdings
18.4%
% of MGV's 140 holdings also in PZLD
78.1%
% of PZLD's 29 holdings also in MGV
Overlap by Weight
Sector Drift (MGV minus PZLD)
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 MGV |
Weight in PZLD |
Overlap | |
---|---|---|---|---|
JPMORGAN CHASE & CO | 3.8% | 11.9% | 3.8% | |
EXXON MOBIL CORP | 3.3% | 3.7% | 3.3% | |
UNITEDHEALTH GROUP INC | 3.3% | 3.1% | 3.1% | |
PROCTER & GAMBLE CO/THE | 2.5% | 2.5% | 2.5% | |
JOHNSON & JOHNSON | 2.4% | 3.1% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
MGV Overweight Relative to PZLD
BERKSHIRE HATHAWAY INC-CL B | 3.5% | |
MERCK & CO. INC. | 2.0% | |
BANK OF AMERICA CORP | 1.8% | |
BERKSHIRE HATHAWAY INC-CL A | 1.5% | |
ORACLE CORP | 1.4% | |
WELLS FARGO & CO | 1.3% | |
QUALCOMM INC | 1.3% | |
THERMO FISHER SCIENTIFIC INC | 1.3% | |
AMGEN INC | 1.1% | |
PFIZER INC | 1.1% |
MGV Underweight Relative to PZLD
T ROWE PRICE GROUP INC | -11.9% | |
JPMORGAN CHASE & CO | -8.1% | |
REALTY INCOME CORP | -4.1% | |
COMCAST CORP-CL A | -3.7% | |
BRISTOL-MYERS SQUIBB CO | -2.6% | |
MEDTRONIC PLC | -2.4% | |
FASTENAL CO | -2.3% | |
ABBOTT LABORATORIES | -2.0% | |
3M CO | -1.9% | |
SOUTHERN CO | -1.9% |