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   

24

Number of overlapping holdings

16.8%

% of MGV's 147 holdings also in PZLD

82.8%

% of PZLD's 25 holdings also in MGV

Overlap by Weight
Sector Drift (MGV minus PZLD)
Overlapping Holdings

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Company Weight
in MGV
Weight
in PZLD
Overlap
JPMORGAN CHASE & CO 3.0% 9.4% 3.0%
BROADCOM INC. 2.5% 4.7% 2.5%
PEPSICO INC 1.9% 1.8% 1.8%
PROCTER & GAMBLE CO/THE 2.5% 1.8% 1.8%
COCA-COLA CO/THE 1.8% 1.8% 1.8%

Position Highlights (Non-Overlapping Exposures)
MGV Overweight Relative to PZLD
BERKSHIRE HATHAWAY INC-CL B 3.7%
EXXON MOBIL CORP 3.2%
META PLATFORMS INC 2.2%
UNITEDHEALTH GROUP INC 2.1%
MERCK & CO. INC. 2.1%
JOHNSON & JOHNSON 1.7%
BANK OF AMERICA CORP 1.4%
ORACLE CORP 1.2%
WELLS FARGO & CO 1.2%
PHILIP MORRIS INTERNATIONAL 1.0%
MGV Underweight Relative to PZLD
AFLAC INC -9.1%
COMCAST CORP-CL A -8.5%
JPMORGAN CHASE & CO -6.3%
REALTY INCOME CORP -4.7%
ACCENTURE PLC-CL A -4.7%
NEXTERA ENERGY GROUP -4.6%
INTL BUSINESS MACHINES CORP -3.8%
MCDONALD'S CORP -3.8%
HOME DEPOT INC -3.8%
LOWE'S COS INC -3.8%
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