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
18%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
LVDS
131
HOLDINGS
7%
ALSO IN MBOX
MBOX
52
HOLDINGS
18%
ALSO IN LVDS
SECTOR DRIFT (LVDS minus MBOX)
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 LVDS |
Weight in MBOX |
Overlap | |
|---|---|---|---|---|
 |
MORGAN STANLEY | 8.5% | 2.6% | 2.6% |
|
EXXON MOBIL CORP | 12.2% | 2.5% | 2.5% |
|
MERCK & CO. INC. | 2.1% | 2.4% | 2.1% |
|
BRISTOL-MYERS SQUIBB CO | 5.9% | 2.1% | 2.1% |
|
AMERIPRISE FINANCIAL INC | 2.1% | 2.1% | 2.1% |
LVDS Overweight Relative to MBOX
|
ALPHABET INC. CLASS C | 17.6% |
|
WELLS FARGO & CO | 14.1% |
|
AMAZON.COM INC | 13.6% |
|
BANK OF AMERICA CORP | 12.9% |
|
BERKSHIRE HATHAWAY INC-CL B | 11.6% |
|
EXXON MOBIL CORP | 9.7% |
|
PHILIP MORRIS INTERNATIONAL | 9.4% |
|
RTX CORP | 9.2% |
|
META PLATFORMS INC | 7.8% |
|
JOHNSON & JOHNSON | 7.7% |
LVDS Underweight Relative to MBOX
|
JPMORGAN CHASE & CO | -2.9% |
|
ENTERPRISE PRODUCTS PARTNERS | -2.6% |
 |
ASML HOLDING NV-NY REG SHS | -2.5% |
 |
NOVARTIS AG-ADR | -2.4% |
|
KLA CORPORATION | -2.3% |
|
BROADCOM INC. | -2.3% |
|
AMGEN INC | -2.2% |
|
HOME DEPOT INC | -2.2% |
|
NEXSTAR BROADCASTING GROUP-A | -2.2% |
|
ENERGY TRANSFER, L.P. | -2.2% |