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
OVERLAP
20%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
PWV
53
HOLDINGS
18%
ALSO IN MBOX
MBOX
46
HOLDINGS
19%
ALSO IN PWV
SECTOR DRIFT (PWV minus MBOX)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in PWV |
Weight in MBOX |
Overlap | |
|---|---|---|---|---|
 |
MORGAN STANLEY | 3.7% | 3.1% | 3.1% |
|
JPMORGAN CHASE & CO | 3.5% | 3.0% | 3.0% |
|
GOLDMAN SACHS GROUP INC | 3.6% | 2.6% | 2.6% |
|
UNITEDHEALTH GROUP INC | 3.5% | 2.6% | 2.6% |
|
EXXON MOBIL CORP | 3.1% | 2.2% | 2.2% |
PWV Overweight Relative to MBOX
|
CITIGROUP INC | 3.7% |
|
BANK OF AMERICA CORP | 3.6% |
|
WELLS FARGO & CO | 3.5% |
|
ABBVIE INC | 3.4% |
|
JOHNSON & JOHNSON | 3.3% |
|
COCA-COLA CO/THE | 3.3% |
|
PEPSICO INC | 3.2% |
|
CHEVRON CORP | 3.1% |
|
CARDINAL HEALTH INC | 1.6% |
|
CVS CAREMARK CORP | 1.5% |
PWV Underweight Relative to MBOX
 |
ASML HOLDING NV-NY REG SHS | -2.9% |
|
KLA CORPORATION | -2.7% |
|
ENTERPRISE PRODUCTS PARTNERS | -2.5% |
|
AMGEN INC | -2.5% |
|
QUALCOMM INC | -2.5% |
|
ENERGY TRANSFER, L.P. | -2.5% |
|
BROADCOM INC. | -2.4% |
 |
EATON CORP PLC | -2.4% |
|
TRANE TECHNOLOGIES PLC | -2.3% |
|
DELL TECHNOLOGIES INC CLASS C | -2.3% |