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
19%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
SMRI
50
HOLDINGS
22%
ALSO IN MFVL
MFVL
106
HOLDINGS
10%
ALSO IN SMRI
SECTOR DRIFT (SMRI minus MFVL)
OVERLAPPING HOLDINGS
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| Company | Weight in SMRI |
Weight in MFVL |
Overlap | |
|---|---|---|---|---|
 |
ADOBE SYSTEMS INC | 2.1% | 3.6% | 2.1% |
|
INTUIT INC | 2.1% | 2.7% | 2.1% |
|
SALESFORCE.COM INC | 2.1% | 4.8% | 2.1% |
|
AIRBNB, INC. CLASS A | 2.0% | 2.3% | 2.0% |
|
EXXON MOBIL CORP | 2.0% | 4.5% | 2.0% |
SMRI Overweight Relative to MFVL
|
VALERO ENERGY CORP | 2.3% |
|
MARATHON PETROLEUM | 2.3% |
|
VEEVA SYSTEMS INC-CLASS A | 2.3% |
|
PHILLIPS 66 | 2.2% |
|
GEN DIGITAL INC | 2.2% |
|
AUTOMATIC DATA PROCESSING | 2.1% |
|
PAYCHEX INC | 2.1% |
|
OMNICOM GROUP | 2.1% |
|
NETAPP INC | 2.1% |
|
EXPEDIA GROUP INC | 2.1% |
SMRI Underweight Relative to MFVL
|
CVS CAREMARK CORP | -4.6% |
|
CAPITAL ONE FINANCIAL CORP | -4.5% |
|
CHEVRON CORP | -4.5% |
|
BRISTOL-MYERS SQUIBB CO | -4.5% |
|
WALT DISNEY CO/THE | -4.0% |
|
PROGRESSIVE CORP | -3.3% |
|
FEDEX CORP | -3.2% |
|
HCA HOLDINGS INC | -2.9% |
|
PAYPAL HOLDINGS INC | -2.8% |
|
SALESFORCE.COM INC | -2.7% |