Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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37
Number of overlapping holdings
21.9%
% of PALC's 169 holdings also in MTUM
30.1%
% of MTUM's 125 holdings also in PALC
Overlap by Weight
Sector Drift (PALC minus MTUM)
Overlapping Holdings
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| Company | Weight in PALC |
Weight in MTUM |
Overlap | |
|---|---|---|---|---|
 |
BROADCOM INC. | 2.9% | 6.1% | 2.9% |
|
JPMORGAN CHASE & CO | 2.9% | 5.3% | 2.9% |
|
PHILIP MORRIS INTERNATIONAL | 2.7% | 2.4% | 2.4% |
|
ORACLE CORP | 2.2% | 3.1% | 2.2% |
|
NVIDIA CORP | 2.1% | 3.9% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
PALC Overweight Relative to MTUM
|
TESLA MOTORS INC | 4.8% |
|
MICROSOFT CORP | 4.6% |
|
MCDONALD'S CORP | 2.8% |
|
AMAZON.COM INC | 2.5% |
|
ELI LILLY & CO | 2.4% |
|
APPLE INC | 2.3% |
|
VISA INC. CLASS A | 2.0% |
|
AMGEN INC | 2.0% |
|
BANK OF AMERICA CORP | 1.9% |
|
MASTERCARD INCORPORATED CLASS A | 1.7% |
PALC Underweight Relative to MTUM
|
WAL-MART STORES INC | -5.3% |
|
COSTCO WHOLESALE CORP | -3.7% |
|
BROADCOM INC. | -3.2% |
|
JPMORGAN CHASE & CO | -2.5% |
|
NVIDIA CORP | -1.9% |
|
GE VERONA | -1.8% |
|
GE AEROSPACE | -1.8% |
|
ABBVIE INC | -1.7% |
|
CONSTELLATION ENERGY CORPORATION | -1.6% |
|
AT&T INC | -1.6% |