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
30%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
MUSA.TO
39
HOLDINGS
25%
ALSO IN PAYG.TO
PAYG.TO
21
HOLDINGS
45%
ALSO IN MUSA.TO
SECTOR DRIFT (MUSA.TO minus PAYG.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 MUSA.TO |
Weight in PAYG.TO |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 7.0% | 5.7% | 5.7% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 6.1% | 5.4% | 5.4% |
|
AMAZON.COM INC | 4.7% | 5.6% | 4.7% |
|
MICROSOFT CORP | 3.2% | 5.1% | 3.2% |
|
BROADCOM INC. | 2.7% | 6.1% | 2.7% |
MUSA.TO Overweight Relative to PAYG.TO
|
WESTERN DIGITAL CORP | 6.2% |
|
MICRON TECHNOLOGY INC | 5.1% |
|
TAKE-TWO INTERACTIVE SOFTWRE | 4.5% |
|
COSTCO WHOLESALE CORP | 3.1% |
|
PALO ALTO NETWORKS INC | 3.1% |
|
VISA INC. CLASS A | 2.9% |
|
BLACKSTONE GROUP LP/THE | 2.8% |
|
META PLATFORMS INC | 2.6% |
|
JPMORGAN CHASE & CO | 2.5% |
 |
SAMSUNG ELECTR-GDR 144A | 2.5% |
MUSA.TO Underweight Relative to PAYG.TO
|
ALPHABET INC. CLASS C | -6.1% |
 |
BHP BILLITON LTD-SPON ADR | -5.2% |
 |
UBS GROUP AG | -5.2% |
|
ELI LILLY & CO | -4.8% |
|
CITIGROUP INC | -4.8% |
|
WAL-MART STORES INC | -4.7% |
|
FEDEX CORP | -4.7% |
|
SHELL PLC-ADR | -4.4% |
 |
PINDUODUO, INC. SPONSORED ADR CLASS | -4.1% |
|
JOHNSON & JOHNSON | -4.1% |