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
23
Number of overlapping holdings
22.8%
% of OEF's 101 holdings also in BDIV
62.2%
% of BDIV's 37 holdings also in OEF
Overlap by Weight
Sector Drift (OEF minus BDIV)
Overlapping Holdings
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| Company | Weight in OEF |
Weight in BDIV |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 9.0% | 7.5% | 7.5% |
|
APPLE INC | 9.9% | 5.7% | 5.7% |
|
JPMORGAN CHASE & CO | 2.0% | 3.4% | 2.0% |
|
BROADCOM INC. | 2.2% | 2.0% | 2.0% |
|
ELI LILLY & CO | 1.7% | 1.9% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
OEF Overweight Relative to BDIV
|
NVIDIA CORP | 10.1% |
|
AMAZON.COM INC | 5.5% |
|
APPLE INC | 4.2% |
|
META PLATFORMS INC | 3.5% |
|
ALPHABET INC. CLASS A | 2.9% |
|
TESLA MOTORS INC | 2.6% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.5% |
|
ALPHABET INC. CLASS C | 2.4% |
|
EXXON MOBIL CORP | 1.5% |
|
MICROSOFT CORP | 1.5% |
OEF Underweight Relative to BDIV
 |
TRANE TECHNOLOGIES PLC | -4.5% |
|
T-MOBILE US, INC. | -2.8% |
|
ORACLE CORP | -2.8% |
|
CHEVRON CORP | -2.8% |
|
FERGUSON ENTERPRISES INC | -2.7% |
|
LOWE'S COS INC | -2.7% |
|
UNITEDHEALTH GROUP INC | -2.6% |
|
CRH PLC | -2.4% |
|
MORGAN STANLEY | -2.4% |
|
TJX COMPANIES INC | -2.3% |