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
23%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
TBG
35
HOLDINGS
31%
ALSO IN MBOX
MBOX
48
HOLDINGS
23%
ALSO IN TBG
SECTOR DRIFT (TBG minus MBOX)
OVERLAPPING HOLDINGS
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| Company | Weight in TBG |
Weight in MBOX |
Overlap | |
|---|---|---|---|---|
 |
ENTERPRISE PRODUCTS PARTNERS | 2.7% | 2.6% | 2.6% |
|
MERCK & CO. INC. | 4.0% | 2.2% | 2.2% |
|
AMGEN INC | 2.3% | 2.2% | 2.2% |
|
ENERGY TRANSFER, L.P. | 2.8% | 2.2% | 2.2% |
|
MORGAN STANLEY | 2.1% | 2.8% | 2.1% |
TBG Overweight Relative to MBOX
|
CISCO SYSTEMS INC | 4.5% |
|
SIMON PROPERTY GROUP INC | 4.1% |
|
BLACKSTONE GROUP LP/THE | 3.9% |
|
CHEVRON CORP | 3.5% |
|
BROOKFIELD INFRASTRUCTURE CORPORATIO | 3.4% |
|
PEPSICO INC | 3.2% |
|
PROCTER & GAMBLE CO/THE | 3.2% |
|
AMERICAN ELECTRIC POWER | 3.0% |
|
JOHNSON & JOHNSON | 2.9% |
|
GENERAL MILLS INC | 2.9% |
TBG Underweight Relative to MBOX
|
DELL TECHNOLOGIES INC CLASS C | -4.1% |
|
QUALCOMM INC | -2.7% |
 |
ASML HOLDING NV-NY REG SHS | -2.7% |
|
KLA CORPORATION | -2.6% |
|
BROADCOM INC. | -2.6% |
|
GOLDMAN SACHS GROUP INC | -2.4% |
|
MARATHON PETROLEUM | -2.2% |
 |
NOVARTIS AG-ADR | -2.2% |
|
AUTOMATIC DATA PROCESSING | -2.1% |
|
EDISON INTERNATIONAL | -2.1% |