Fund Overlap

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


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32

Number of overlapping holdings

26.0%

% of MTUM's 125 holdings also in HAP

7.5%

% of HAP's 432 holdings also in MTUM

Overlap by Weight
Sector Drift (MTUM minus HAP)
Overlapping Holdings

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Company Weight
in MTUM
Weight
in HAP
Overlap
EXXON MOBIL CORP 5.0% 4.9% 4.9%
CHEVRON CORP 4.7% 3.5% 3.5%
CONOCOPHILLIPS 2.5% 1.4% 1.4%
ARCHER-DANIELS-MIDLAND CO 0.8% 2.1% 0.8%
SCHLUMBERGER LTD 1.2% 0.8% 0.8%

Position Highlights (Non-Overlapping Exposures)
MTUM Overweight Relative to HAP
ELI LILLY & CO 5.1%
UNITEDHEALTH GROUP INC 5.0%
MERCK & CO. INC. 4.0%
ABBVIE INC 3.6%
PEPSICO INC 3.0%
MCDONALD'S CORP 2.6%
AMGEN INC 2.3%
BRISTOL-MYERS SQUIBB CO 2.2%
LOCKHEED MARTIN CORP 2.1%
GILEAD SCIENCES INC 2.0%
MTUM Underweight Relative to HAP
DEERE & CO -5.6%
BHP BILLITON LTD -3.2%
BAYER AG -3.0%
SHELL PLC -2.2%
NUTRIEN LTD. -2.0%
VALE SA-SP ADR -1.6%
TOTAL SA -1.6%
RIO TINTO PLC -1.5%
CORTEVA INC -1.4%
ARCHER-DANIELS-MIDLAND CO -1.3%
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