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
31%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
UBNK.TO
8
HOLDINGS
100%
ALSO IN FMAX.TO
FMAX.TO
22
HOLDINGS
30%
ALSO IN UBNK.TO
SECTOR DRIFT (UBNK.TO minus FMAX.TO)
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 UBNK.TO |
Weight in FMAX.TO |
Overlap | |
|---|---|---|---|---|
 |
MORGAN STANLEY | 18.4% | 5.8% | 5.8% |
|
GOLDMAN SACHS GROUP INC | 18.0% | 5.6% | 5.6% |
|
JPMORGAN CHASE & CO | 15.6% | 5.1% | 5.1% |
|
BANK OF AMERICA CORP | 15.8% | 5.0% | 5.0% |
|
CITIGROUP INC | 17.3% | 5.0% | 5.0% |
UBNK.TO Overweight Relative to FMAX.TO
|
MORGAN STANLEY | 12.6% |
|
GOLDMAN SACHS GROUP INC | 12.3% |
|
CITIGROUP INC | 12.3% |
|
BANK OF AMERICA CORP | 10.7% |
|
JPMORGAN CHASE & CO | 10.4% |
|
WELLS FARGO & CO | 10.0% |
|
MARSH & MCLENNAN COS | -4.6% |
|
SCHWAB (CHARLES) CORP | -4.7% |
|
INTERCONTINENTALEXCHANGE INC | -4.8% |
|
S&P GLOBAL, INC. | -4.9% |
UBNK.TO Underweight Relative to FMAX.TO
|
BLACKROCK INC | -5.5% |
|
VISA INC. CLASS A | -5.3% |
|
AMERICAN EXPRESS CO | -5.2% |
|
BLACKSTONE GROUP LP/THE | -5.1% |
|
BERKSHIRE HATHAWAY INC-CL B | -5.0% |
|
CAPITAL ONE FINANCIAL CORP | -5.0% |
|
CHUBB LIMITED | -5.0% |
|
MASTERCARD INCORPORATED CLASS A | -4.9% |
|
PROGRESSIVE CORP | -4.9% |
|
CME GROUP INC | -4.9% |