Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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104
Number of overlapping holdings
24.2%
% of INRO's 437 holdings also in MTUM
84.6%
% of MTUM's 124 holdings also in INRO
Overlap by Weight
Sector Drift (INRO minus MTUM)
Overlapping Holdings
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| Company | Weight in INRO |
Weight in MTUM |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 7.3% | 5.2% | 5.2% |
|
JPMORGAN CHASE & CO | 1.8% | 5.4% | 1.8% |
|
BROADCOM INC. | 1.5% | 4.6% | 1.5% |
|
AMERICAN EXPRESS CO | 1.2% | 1.6% | 1.2% |
|
NEXTERA ENERGY GROUP | 1.0% | 2.2% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
INRO Overweight Relative to MTUM
|
APPLE INC | 5.8% |
|
T-MOBILE US, INC. | 4.6% |
|
MICROSOFT CORP | 4.2% |
|
META PLATFORMS INC | 3.6% |
|
ALPHABET INC. CLASS A | 2.9% |
|
ALPHABET INC. CLASS C | 2.5% |
|
NVIDIA CORP | 2.1% |
|
HONEYWELL INTERNATIONAL INC | 1.6% |
|
AMAZON.COM INC | 1.4% |
|
BOSTON PROPERTIES INC | 1.4% |
INRO Underweight Relative to MTUM
|
WAL-MART STORES INC | -4.7% |
|
JPMORGAN CHASE & CO | -3.6% |
|
COSTCO WHOLESALE CORP | -3.3% |
|
ELI LILLY & CO | -3.1% |
|
BROADCOM INC. | -3.1% |
|
GE AEROSPACE | -2.9% |
|
COCA-COLA CO/THE | -2.7% |
|
RTX CORP | -2.1% |
|
PHILIP MORRIS INTERNATIONAL | -2.0% |
|
PROGRESSIVE CORP | -1.7% |