Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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77
Number of overlapping holdings
29.3%
% of JMOM's 280 holdings also in MTUM
62.6%
% of MTUM's 125 holdings also in JMOM
Overlap by Weight
Sector Drift (JMOM minus MTUM)
Overlapping Holdings
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| Company | Weight in JMOM |
Weight in MTUM |
Overlap | |
|---|---|---|---|---|
 |
BROADCOM INC. | 2.8% | 6.1% | 2.8% |
|
NVIDIA CORP | 2.0% | 3.9% | 2.0% |
|
COSTCO WHOLESALE CORP | 1.6% | 3.7% | 1.6% |
|
WAL-MART STORES INC | 1.5% | 5.3% | 1.5% |
|
ABBVIE INC | 1.2% | 3.0% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
JMOM Overweight Relative to MTUM
|
APPLE INC | 2.2% |
|
ALPHABET INC. CLASS A | 2.1% |
|
META PLATFORMS INC | 2.0% |
|
MICROSOFT CORP | 1.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.8% |
|
ELI LILLY & CO | 1.5% |
|
HOME DEPOT INC | 1.3% |
|
UNITEDHEALTH GROUP INC | 1.3% |
|
SALESFORCE.COM INC | 1.2% |
|
SERVICENOW INC | 0.9% |
JMOM Underweight Relative to MTUM
|
JPMORGAN CHASE & CO | -5.3% |
|
WAL-MART STORES INC | -3.8% |
|
BROADCOM INC. | -3.3% |
|
COSTCO WHOLESALE CORP | -2.1% |
|
ORACLE CORP | -2.0% |
|
NVIDIA CORP | -2.0% |
|
ABBVIE INC | -1.8% |
|
PHILIP MORRIS INTERNATIONAL | -1.6% |
|
MORGAN STANLEY | -1.5% |
|
GE VERONA | -1.4% |