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   

81

Number of overlapping holdings

65.3%

% of MTUM's 125 holdings also in PALC

45.0%

% of PALC's 180 holdings also in MTUM

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

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Company Weight
in MTUM
Weight
in PALC
Overlap
META PLATFORMS INC 5.2% 4.5% 4.5%
BROADCOM INC. 5.3% 2.8% 2.8%
JPMORGAN CHASE & CO 4.5% 2.5% 2.5%
WAL-MART STORES INC 4.4% 2.4% 2.4%
TESLA MOTORS INC 3.8% 2.2% 2.2%

Position Highlights (Non-Overlapping Exposures)
MTUM Overweight Relative to PALC
BERKSHIRE HATHAWAY INC-CL B 4.1%
VISA INC. CLASS A 4.0%
NETFLIX INC 3.0%
BROADCOM INC. 2.5%
PHILIP MORRIS INTERNATIONAL 2.2%
WAL-MART STORES INC 2.1%
JPMORGAN CHASE & CO 1.9%
PALANTIR TECHNOLOGIES INC. CLASS A 1.9%
TESLA MOTORS INC 1.6%
GE VERONA 1.6%
MTUM Underweight Relative to PALC
NVIDIA CORP -4.9%
AMAZON.COM INC -4.4%
BANK OF AMERICA CORP -0.8%
AMERICAN EXPRESS CO -0.6%
WILLIS TOWERS WATSON PUBLIC LIMITED -0.6%
EVERGY, INC. -0.6%
PUBLIC SERVICE ENTERPRISE GP -0.6%
MARSH & MCLENNAN COS -0.6%
ATMOS ENERGY CORP -0.6%
CHURCH & DWIGHT CO INC -0.6%
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