Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
41%
OVERLAP
BY WEIGHT
60
# OF OVERLAPPING
HOLDINGS
STOX
164
HOLDINGS
37%
ALSO IN MTUM
MTUM
125
HOLDINGS
49%
ALSO IN STOX
SECTOR DRIFT (STOX minus MTUM)
OVERLAPPING HOLDINGS
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| Company | Weight in STOX |
Weight in MTUM |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 8.2% | 4.9% | 4.9% |
|
BROADCOM INC. | 4.5% | 5.8% | 4.5% |
|
MICROSOFT CORP | 6.3% | 4.3% | 4.3% |
|
META PLATFORMS INC | 4.0% | 4.0% | 4.0% |
|
WAL-MART STORES INC | 1.6% | 2.8% | 1.6% |
STOX Overweight Relative to MTUM
|
ALPHABET INC. CLASS A | 6.7% |
|
APPLE INC | 3.7% |
|
NVIDIA CORP | 3.4% |
|
AMAZON.COM INC | 2.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.6% |
|
MICROSOFT CORP | 2.0% |
|
TESLA MOTORS INC | 1.4% |
|
MASTERCARD INCORPORATED CLASS A | 1.2% |
|
EXXON MOBIL CORP | 1.1% |
|
JOHNSON & JOHNSON | 1.1% |
STOX Underweight Relative to MTUM
|
PALANTIR TECHNOLOGIES INC. CLASS A | -3.8% |
|
ORACLE CORP | -3.5% |
|
JPMORGAN CHASE & CO | -3.4% |
|
NETFLIX INC | -3.1% |
|
VISA INC. CLASS A | -2.4% |
|
GE AEROSPACE | -2.1% |
|
APPLOVIN CORP. CLASS A | -2.0% |
|
GE VERONA | -1.9% |
|
PHILIP MORRIS INTERNATIONAL | -1.6% |
|
INTL BUSINESS MACHINES CORP | -1.3% |