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
MVAL
41
HOLDINGS
87%
ALSO IN MOAT
MOAT
56
HOLDINGS
63%
ALSO IN MVAL
SECTOR DRIFT (MVAL minus MOAT)
OVERLAPPING HOLDINGS
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| Company | Weight in MVAL |
Weight in MOAT |
Overlap | |
|---|---|---|---|---|
 |
ESTEE LAUDER COMPANIES-CL A | 3.5% | 2.9% | 2.9% |
|
UNITED PARCEL SERVICE-CL B | 4.9% | 2.8% | 2.8% |
|
BRISTOL-MYERS SQUIBB CO | 4.7% | 2.7% | 2.7% |
|
DANAHER CORP | 4.7% | 2.7% | 2.7% |
|
HUNTINGTON INGALLS INDUSTRIE | 2.7% | 3.1% | 2.7% |
MVAL Overweight Relative to MOAT
|
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% |
MVAL Underweight Relative to MOAT
|
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% |