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
6.9%
% of VIG's 342 holdings also in MBOX
46.9%
% of MBOX's 49 holdings also in VIG
Overlap by Weight
Sector Drift (VIG minus MBOX)
Overlapping Holdings
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| Company | Weight in VIG |
Weight in MBOX |
Overlap | |
|---|---|---|---|---|
 |
BROADCOM INC. | 5.4% | 2.9% | 2.9% |
|
JPMORGAN CHASE & CO | 3.6% | 2.5% | 2.5% |
|
HOME DEPOT INC | 2.2% | 2.2% | 2.2% |
|
UNITEDHEALTH GROUP INC | 2.5% | 2.0% | 2.0% |
|
MICROSOFT CORP | 3.9% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
VIG Overweight Relative to MBOX
|
APPLE INC | 5.0% |
|
VISA INC. CLASS A | 2.6% |
|
EXXON MOBIL CORP | 2.6% |
|
BROADCOM INC. | 2.5% |
|
MASTERCARD INCORPORATED CLASS A | 2.3% |
|
COSTCO WHOLESALE CORP | 2.3% |
|
WAL-MART STORES INC | 2.1% |
|
PROCTER & GAMBLE CO/THE | 2.1% |
|
MICROSOFT CORP | 1.8% |
|
JOHNSON & JOHNSON | 1.8% |
VIG Underweight Relative to MBOX
|
JEFFERIES FINANCIAL GROUP INC. | -2.5% |
|
ENERGY TRANSFER, L.P. | -2.5% |
|
EOG RESOURCES, INC. | -2.3% |
|
MORGAN STANLEY | -2.3% |
|
CARRIER GLOBAL CORP. | -2.2% |
|
ENTERPRISE PRODUCTS PARTNERS | -2.2% |
|
PROGRESSIVE CORP | -2.2% |
|
DICK'S SPORTING GOODS INC | -2.2% |
|
CINCINNATI FINANCIAL CORP | -2.2% |
|
MUELLER INDUSTRIES INC | -2.2% |