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
18
Number of overlapping holdings
17.5%
% of PY's 105 holdings also in MBOX
36.0%
% of MBOX's 50 holdings also in PY
Overlap by Weight
Sector Drift (PY minus MBOX)
Overlapping Holdings
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| Company | Weight in PY |
Weight in MBOX |
Overlap | |
|---|---|---|---|---|
 |
BROADCOM INC. | 3.4% | 2.5% | 2.5% |
|
MICROSOFT CORP | 3.6% | 2.0% | 2.0% |
|
HOME DEPOT INC | 1.6% | 2.2% | 1.6% |
|
MORGAN STANLEY | 1.2% | 2.3% | 1.2% |
 |
ACCENTURE PLC-CL A | 1.2% | 2.3% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
PY Overweight Relative to MBOX
|
APPLE INC | 4.4% |
|
NVIDIA CORP | 3.2% |
|
EXXON MOBIL CORP | 1.6% |
|
MICROSOFT CORP | 1.6% |
|
WELLS FARGO & CO | 1.4% |
|
CHEVRON CORP | 1.2% |
|
AMERICAN EXPRESS CO | 1.2% |
|
CATERPILLAR INC | 1.1% |
|
BRISTOL-MYERS SQUIBB CO | 1.1% |
|
QUALCOMM INC | 1.0% |
PY Underweight Relative to MBOX
|
EOG RESOURCES, INC. | -2.5% |
|
ENERGY TRANSFER, L.P. | -2.5% |
|
JPMORGAN CHASE & CO | -2.5% |
|
DICK'S SPORTING GOODS INC | -2.4% |
|
ENTERPRISE PRODUCTS PARTNERS | -2.3% |
|
UNITEDHEALTH GROUP INC | -2.2% |
|
PROGRESSIVE CORP | -2.2% |
|
CARRIER GLOBAL CORP. | -2.1% |
|
JEFFERIES FINANCIAL GROUP INC. | -2.1% |
|
ELI LILLY & CO | -2.1% |