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   

21

Number of overlapping holdings

15.1%

% of MGV's 144 holdings also in SPMO

21.4%

% of SPMO's 98 holdings also in MGV

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

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Company Weight
in MGV
Weight
in SPMO
Overlap
BROADCOM INC. 3.9% 4.9% 3.9%
BERKSHIRE HATHAWAY INC-CL B 4.0% 3.8% 3.8%
JPMORGAN CHASE & CO 3.6% 2.5% 2.5%
GENERAL ELECTRIC COMPANY 1.1% 1.3% 1.1%
INTL BUSINESS MACHINES CORP 1.0% 1.0% 1.0%

Position Highlights (Non-Overlapping Exposures)
MGV Overweight Relative to SPMO
UNITEDHEALTH GROUP INC 3.0%
EXXON MOBIL CORP 2.9%
PROCTER & GAMBLE CO/THE 2.5%
JOHNSON & JOHNSON 2.3%
HOME DEPOT INC 2.2%
MERCK & CO. INC. 2.1%
CHEVRON CORP 1.9%
ABBVIE INC 1.8%
BANK OF AMERICA CORP 1.6%
PEPSICO INC 1.6%
MGV Underweight Relative to SPMO
NVIDIA CORP -10.1%
APPLE INC -9.0%
MICROSOFT CORP -8.9%
META PLATFORMS INC -8.6%
AMAZON.COM INC -8.1%
ELI LILLY & CO -4.9%
COSTCO WHOLESALE CORP -2.2%
SALESFORCE.COM INC -1.7%
ADVANCED MICRO DEVICES -1.7%
ADOBE SYSTEMS INC -1.3%
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