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
9
# OF OVERLAPPING
HOLDINGS
TBG
36
HOLDINGS
25%
ALSO IN MBOX
MBOX
52
HOLDINGS
18%
ALSO IN TBG
SECTOR DRIFT (TBG minus MBOX)
OVERLAPPING HOLDINGS
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| Company | Weight in TBG |
Weight in MBOX |
Overlap | |
|---|---|---|---|---|
 |
MORGAN STANLEY | 2.6% | 2.9% | 2.6% |
|
ENTERPRISE PRODUCTS PARTNERS | 3.0% | 2.4% | 2.4% |
|
JPMORGAN CHASE & CO | 2.3% | 3.1% | 2.3% |
|
EXXON MOBIL CORP | 2.2% | 2.1% | 2.1% |
|
ENERGY TRANSFER, L.P. | 3.0% | 2.1% | 2.1% |
TBG Overweight Relative to MBOX
|
SIMON PROPERTY GROUP INC | 5.0% |
|
CHEVRON CORP | 4.1% |
|
CISCO SYSTEMS INC | 4.0% |
|
VERIZON COMMUNICATIONS INC | 3.9% |
|
JOHNSON & JOHNSON | 3.9% |
|
GILEAD SCIENCES INC | 3.4% |
|
LOCKHEED MARTIN CORP | 3.4% |
|
PEPSICO INC | 3.3% |
|
BLACKSTONE GROUP LP/THE | 3.3% |
|
MERCK & CO. INC. | 3.1% |
TBG Underweight Relative to MBOX
|
KLA CORPORATION | -3.9% |
 |
ASML HOLDING NV-NY REG SHS | -3.5% |
|
BROADCOM INC. | -3.5% |
 |
AGNICO-EAGLE MINES LTD | -3.3% |
|
MUELLER INDUSTRIES INC | -2.8% |
|
QUALCOMM INC | -2.3% |
|
CINCINNATI FINANCIAL CORP | -2.3% |
 |
NOVARTIS AG-ADR | -2.2% |
|
NEXSTAR BROADCASTING GROUP-A | -2.2% |
|
VOYA FINANCIAL INC | -2.1% |