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
11
Number of overlapping holdings
22.4%
% of MBOX's 49 holdings also in DDIV
22.0%
% of DDIV's 51 holdings also in MBOX
Overlap by Weight
Sector Drift (MBOX minus DDIV)
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 MBOX |
Weight in DDIV |
Overlap | |
|---|---|---|---|---|
 |
JEFFERIES FINANCIAL GROUP INC. | 2.5% | 2.6% | 2.5% |
|
JPMORGAN CHASE & CO | 2.5% | 2.5% | 2.5% |
|
INGREDION INC | 2.0% | 2.4% | 2.0% |
|
WATSCO INC | 2.1% | 2.0% | 2.0% |
|
H&R BLOCK INC | 2.0% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
MBOX Overweight Relative to DDIV
|
BROADCOM INC. | 2.9% |
|
ENERGY TRANSFER, L.P. | 2.5% |
|
EOG RESOURCES, INC. | 2.3% |
|
CINCINNATI FINANCIAL CORP | 2.3% |
 |
ACCENTURE PLC-CL A | 2.3% |
|
MORGAN STANLEY | 2.3% |
|
CARRIER GLOBAL CORP. | 2.2% |
|
KROGER CO | 2.2% |
|
ENTERPRISE PRODUCTS PARTNERS | 2.2% |
|
PROGRESSIVE CORP | 2.2% |
MBOX Underweight Relative to DDIV
|
KINDER MORGAN INC | -4.9% |
|
ANTERO MIDSTREAM PARTNERS LP | -4.8% |
|
SIMON PROPERTY GROUP INC | -4.5% |
|
ONEOK INC | -4.1% |
|
WILLIAMS COS INC | -3.8% |
|
BLUE OWL CAPITAL INC CLASS A | -3.8% |
|
BRIXMOR PROPERTY GROUP INC | -3.7% |
|
DT MIDSTREAM, INC. | -3.7% |
|
LAMAR ADVERTISING COMPANY CLASS A | -3.6% |
|
ARES MANAGEMENT LP | -2.7% |