Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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9
Number of overlapping holdings
24.3%
% of BDIV's 37 holdings also in MBOX
18.4%
% of MBOX's 49 holdings also in BDIV
Overlap by Weight
Sector Drift (BDIV minus MBOX)
Overlapping Holdings
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| Company | Weight in BDIV |
Weight in MBOX |
Overlap | |
|---|---|---|---|---|
 |
BROADCOM INC. | 2.7% | 2.9% | 2.7% |
|
JPMORGAN CHASE & CO | 3.3% | 2.5% | 2.5% |
 |
ACCENTURE PLC-CL A | 2.3% | 2.3% | 2.3% |
|
MORGAN STANLEY | 2.7% | 2.3% | 2.3% |
|
UNITEDHEALTH GROUP INC | 3.6% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
BDIV Overweight Relative to MBOX
|
APPLE INC | 6.3% |
|
MICROSOFT CORP | 6.0% |
|
TRANE TECHNOLOGIES PLC | 4.4% |
|
ORACLE CORP | 3.4% |
|
COSTCO WHOLESALE CORP | 3.4% |
|
CHEVRON CORP | 3.4% |
|
T-MOBILE US, INC. | 3.1% |
|
LOWE'S COS INC | 3.0% |
|
PHILIP MORRIS INTERNATIONAL | 2.8% |
 |
LINDE PLC | 2.8% |
BDIV Underweight Relative to MBOX
|
JEFFERIES FINANCIAL GROUP INC. | -2.5% |
|
ENERGY TRANSFER, L.P. | -2.5% |
|
EOG RESOURCES, INC. | -2.3% |
|
CINCINNATI FINANCIAL CORP | -2.3% |
|
CARRIER GLOBAL CORP. | -2.2% |
|
KROGER CO | -2.2% |
|
ENTERPRISE PRODUCTS PARTNERS | -2.2% |
|
PROGRESSIVE CORP | -2.2% |
|
HOME DEPOT INC | -2.2% |
|
DICK'S SPORTING GOODS INC | -2.2% |