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

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% |