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
30%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
TBG
33
HOLDINGS
42%
ALSO IN MDLV
MDLV
39
HOLDINGS
36%
ALSO IN TBG
SECTOR DRIFT (TBG minus MDLV)
OVERLAPPING HOLDINGS
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| Company | Weight in TBG |
Weight in MDLV |
Overlap | |
|---|---|---|---|---|
 |
CISCO SYSTEMS INC | 3.7% | 3.4% | 3.4% |
|
CHEVRON CORP | 4.0% | 3.1% | 3.1% |
|
LOCKHEED MARTIN CORP | 2.8% | 2.7% | 2.7% |
|
VERIZON COMMUNICATIONS INC | 4.4% | 2.7% | 2.7% |
|
JOHNSON & JOHNSON | 3.4% | 2.3% | 2.3% |
TBG Overweight Relative to MDLV
|
SIMON PROPERTY GROUP INC | 4.8% |
|
ENTERPRISE PRODUCTS PARTNERS | 3.8% |
|
BLACKSTONE GROUP LP/THE | 3.6% |
|
PEPSICO INC | 3.5% |
|
GILEAD SCIENCES INC | 3.3% |
|
ENERGY TRANSFER, L.P. | 3.3% |
|
TEXAS INSTRUMENTS INC | 3.1% |
|
KENVUE, INC. | 3.1% |
|
VICI PROPERTIES INC | 2.9% |
|
AMERICAN ELECTRIC POWER | 2.9% |
TBG Underweight Relative to MDLV
|
CITIGROUP INC | -4.6% |
|
AT&T INC | -4.2% |
|
WEC ENERGY GROUP INC | -3.5% |
|
ENTERGY CORP | -3.3% |
|
WELLS FARGO & CO | -3.0% |
|
GENERAL DYNAMICS CORP | -2.9% |
|
COCA-COLA CO/THE | -2.9% |
 |
MEDTRONIC PLC | -2.8% |
 |
PEMBINA PIPELINE CORP | -2.8% |
|
CROWN CASTLE INTL CORP | -2.6% |