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
83
Number of overlapping holdings
18.9%
% of IUSG's 447 holdings also in MTUM
68.0%
% of MTUM's 124 holdings also in IUSG
Overlap by Weight
Sector Drift (IUSG minus MTUM)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in IUSG |
Weight in MTUM |
Overlap | |
|---|---|---|---|---|
 |
META PLATFORMS INC | 5.2% | 4.5% | 4.5% |
|
NVIDIA CORP | 10.6% | 4.2% | 4.2% |
|
BROADCOM INC. | 3.5% | 4.9% | 3.5% |
|
TESLA MOTORS INC | 2.8% | 3.8% | 2.8% |
|
VISA INC. CLASS A | 2.3% | 4.0% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
IUSG Overweight Relative to MTUM
|
NVIDIA CORP | 6.5% |
|
APPLE INC | 6.4% |
|
MICROSOFT CORP | 5.8% |
|
AMAZON.COM INC | 4.2% |
|
ALPHABET INC. CLASS A | 3.9% |
|
ALPHABET INC. CLASS C | 3.2% |
|
ELI LILLY & CO | 2.6% |
|
MASTERCARD INCORPORATED CLASS A | 1.7% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.7% |
|
SALESFORCE.COM INC | 1.0% |
IUSG Underweight Relative to MTUM
|
WAL-MART STORES INC | -4.0% |
|
JPMORGAN CHASE & CO | -3.5% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -1.9% |
|
VISA INC. CLASS A | -1.7% |
|
GOLDMAN SACHS GROUP INC | -1.7% |
|
AT&T INC | -1.6% |
|
COSTCO WHOLESALE CORP | -1.6% |
|
WELLS FARGO & CO | -1.5% |
|
GE AEROSPACE | -1.5% |
|
BROADCOM INC. | -1.4% |