Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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21
Number of overlapping holdings
20.8%
% of EQWL's 103 holdings also in MVAL
48.8%
% of MVAL's 45 holdings also in EQWL
Overlap by Weight
Sector Drift (EQWL minus MVAL)
Overlapping Holdings
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| Company | Weight in EQWL |
Weight in MVAL |
Overlap | |
|---|---|---|---|---|
 |
GILEAD SCIENCES INC | 1.2% | 4.8% | 1.2% |
|
LOCKHEED MARTIN CORP | 1.2% | 2.5% | 1.2% |
|
STARBUCKS CORP | 1.2% | 2.5% | 1.2% |
|
PHILIP MORRIS INTERNATIONAL | 1.2% | 2.6% | 1.2% |
|
ALTRIA GROUP INC | 1.1% | 4.8% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
EQWL Overweight Relative to MVAL
|
3M CO | 1.2% |
|
TESLA MOTORS INC | 1.2% |
|
INTL BUSINESS MACHINES CORP | 1.2% |
|
AT&T INC | 1.2% |
|
CHARTER COMMUNICATIONS, INC. CLASS A | 1.2% |
 |
ACCENTURE PLC-CL A | 1.1% |
|
AMERICAN TOWER CORP-CL A | 1.1% |
|
WAL-MART STORES INC | 1.1% |
|
UNITEDHEALTH GROUP INC | 1.1% |
|
BANK OF NEW YORK MELLON CORP | 1.1% |
EQWL Underweight Relative to MVAL
|
INTL FLAVORS & FRAGRANCES | -4.8% |
|
CAMPBELL SOUP CO | -4.7% |
|
RTX CORP | -3.7% |
|
ALTRIA GROUP INC | -3.7% |
|
GILEAD SCIENCES INC | -3.6% |
|
MASCO CORP | -3.3% |
|
PFIZER INC | -3.2% |
|
US BANCORP | -3.2% |
|
BRISTOL-MYERS SQUIBB CO | -3.0% |
|
COMCAST CORP-CL A | -3.0% |