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
19%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
PWV
50
HOLDINGS
20%
ALSO IN MBOX
MBOX
48
HOLDINGS
21%
ALSO IN PWV
SECTOR DRIFT (PWV 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 PWV |
Weight in MBOX |
Overlap | |
|---|---|---|---|---|
 |
MORGAN STANLEY | 3.5% | 2.8% | 2.8% |
|
JPMORGAN CHASE & CO | 3.4% | 2.6% | 2.6% |
|
GOLDMAN SACHS GROUP INC | 3.4% | 2.4% | 2.4% |
|
EXXON MOBIL CORP | 3.3% | 2.3% | 2.3% |
|
MARATHON PETROLEUM | 1.6% | 2.3% | 1.6% |
PWV Overweight Relative to MBOX
|
INTL BUSINESS MACHINES CORP | 3.9% |
|
ABBVIE INC | 3.7% |
|
JOHNSON & JOHNSON | 3.5% |
|
BERKSHIRE HATHAWAY INC-CL B | 3.3% |
|
BANK OF AMERICA CORP | 3.3% |
|
CISCO SYSTEMS INC | 3.2% |
|
WELLS FARGO & CO | 3.2% |
|
PROCTER & GAMBLE CO/THE | 3.2% |
|
CHEVRON CORP | 3.2% |
|
AT&T INC | 3.1% |
PWV Underweight Relative to MBOX
 |
ASML HOLDING NV-NY REG SHS | -2.7% |
|
ENTERPRISE PRODUCTS PARTNERS | -2.5% |
|
KLA CORPORATION | -2.5% |
|
QUALCOMM INC | -2.3% |
|
AMGEN INC | -2.3% |
|
MERCK & CO. INC. | -2.2% |
|
BROADCOM INC. | -2.2% |
|
EDISON INTERNATIONAL | -2.2% |
|
AUTOMATIC DATA PROCESSING | -2.2% |
|
UNITEDHEALTH GROUP INC | -2.1% |