Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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122

Number of overlapping holdings

85.9%

% of MGV's 146 holdings also in SCHV

25.2%

% of SCHV's 507 holdings also in MGV

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

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Company Weight
in MGV
Weight
in SCHV
Overlap
BERKSHIRE HATHAWAY INC-CL B 4.2% 3.5% 3.5%
JPMORGAN CHASE & CO 3.7% 2.6% 2.6%
EXXON MOBIL CORP 3.1% 2.2% 2.2%
PROCTER & GAMBLE CO/THE 2.4% 1.7% 1.7%
JOHNSON & JOHNSON 2.4% 1.7% 1.7%

Position Highlights (Non-Overlapping Exposures)
MGV Overweight Relative to SCHV
BROADCOM INC. 3.6%
UNITEDHEALTH GROUP INC 2.7%
JPMORGAN CHASE & CO 1.1%
GENERAL ELECTRIC COMPANY 1.1%
EXXON MOBIL CORP 0.9%
PROGRESSIVE CORP 0.8%
ELEVANCE HEALTH INC 0.8%
BERKSHIRE HATHAWAY INC-CL A 0.8%
BERKSHIRE HATHAWAY INC-CL B 0.7%
PROCTER & GAMBLE CO/THE 0.7%
MGV Underweight Relative to SCHV
WALT DISNEY CO/THE -1.0%
MCDONALD'S CORP -0.9%
APPLIED MATERIALS INC -0.8%
UBER TECHNOLOGIES, INC. -0.7%
TEXAS INSTRUMENTS INC -0.7%
WAL-MART STORES INC -0.6%
TJX COMPANIES INC -0.5%
NIKE INC -CL B -0.5%
BOEING CO -0.5%
HOME DEPOT INC -0.5%
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