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
29%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
UBNK.TO
8
HOLDINGS
100%
ALSO IN XUSF.TO
XUSF.TO
80
HOLDINGS
8%
ALSO IN UBNK.TO
SECTOR DRIFT (UBNK.TO minus XUSF.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 XUSF.TO |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 15.6% | 11.0% | 11.0% |
|
BANK OF AMERICA CORP | 15.8% | 4.5% | 4.5% |
|
GOLDMAN SACHS GROUP INC | 18.0% | 3.9% | 3.9% |
|
MORGAN STANLEY | 18.4% | 3.2% | 3.2% |
|
WELLS FARGO & CO | 14.7% | 3.1% | 3.1% |
UBNK.TO Overweight Relative to XUSF.TO
|
MORGAN STANLEY | 15.2% |
|
CITIGROUP INC | 14.3% |
|
GOLDMAN SACHS GROUP INC | 14.1% |
|
WELLS FARGO & CO | 11.5% |
|
BANK OF AMERICA CORP | 11.2% |
|
JPMORGAN CHASE & CO | 4.5% |
|
ERIE INDEMNITY COMPANY-CL A | -0.1% |
|
FACTSET RESEARCH SYSTEMS INC | -0.1% |
|
JACK HENRY & ASSOCIATES, INC. | -0.1% |
|
FRANKLIN RESOURCES INC | -0.1% |
UBNK.TO Underweight Relative to XUSF.TO
|
BERKSHIRE HATHAWAY INC-CL B | -12.2% |
|
VISA INC. CLASS A | -7.5% |
|
MASTERCARD INCORPORATED CLASS A | -5.5% |
|
AMERICAN EXPRESS CO | -2.3% |
|
BLACKROCK INC | -2.1% |
|
SCHWAB (CHARLES) CORP | -2.1% |
|
S&P GLOBAL, INC. | -1.7% |
|
CHUBB LIMITED | -1.6% |
|
CAPITAL ONE FINANCIAL CORP | -1.6% |
|
PROGRESSIVE CORP | -1.6% |