Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
64%
OVERLAP
BY WEIGHT
34
# OF OVERLAPPING
HOLDINGS
MOAT
56
HOLDINGS
63%
ALSO IN MVAL
MVAL
41
HOLDINGS
87%
ALSO IN MOAT
SECTOR DRIFT (MOAT minus MVAL)
OVERLAPPING HOLDINGS
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| Company | Weight in MOAT |
Weight in MVAL |
Overlap | |
|---|---|---|---|---|
 |
ESTEE LAUDER COMPANIES-CL A | 2.9% | 3.5% | 2.9% |
|
UNITED PARCEL SERVICE-CL B | 2.8% | 4.9% | 2.8% |
|
BRISTOL-MYERS SQUIBB CO | 2.7% | 4.7% | 2.7% |
|
DANAHER CORP | 2.7% | 4.7% | 2.7% |
|
HUNTINGTON INGALLS INDUSTRIE | 3.1% | 2.7% | 2.7% |
MOAT Overweight Relative to MVAL
|
TRANSUNION | 2.4% |
|
FORTINET INC | 2.3% |
|
BROADRIDGE FINANCIAL SOLUTIO | 2.2% |
|
WORKDAY INC-CLASS A | 2.2% |
|
TYLER TECHNOLOGIES INC | 2.1% |
|
IDEX CORP | 1.5% |
|
ENTEGRIS INC | 1.5% |
|
CHIPOTLE MEXICAN GRILL-CL A | 1.4% |
|
AMGEN INC | 1.4% |
|
JACK HENRY & ASSOCIATES, INC. | 1.4% |
MOAT Underweight Relative to MVAL
|
MERCK & CO. INC. | -3.5% |
|
CAMPBELL SOUP CO | -3.4% |
|
CATERPILLAR INC | -2.3% |
|
AIR PRODUCTS & CHEMICALS INC | -2.2% |
|
UNITED PARCEL SERVICE-CL B | -2.1% |
|
BRISTOL-MYERS SQUIBB CO | -2.0% |
|
DANAHER CORP | -2.0% |
|
BOEING CO | -1.8% |
|
CONSTELLATION BRANDS INC-A | -1.8% |
|
KENVUE, INC. | -1.7% |