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
20.4%
% of ZECP's 55 holdings also in MBOX
22.4%
% of MBOX's 49 holdings also in ZECP
Overlap by Weight
Sector Drift (ZECP minus MBOX)
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 ZECP |
Weight in MBOX |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 2.9% | 2.5% | 2.5% |
|
HOME DEPOT INC | 2.5% | 2.2% | 2.2% |
|
UNITEDHEALTH GROUP INC | 3.2% | 2.0% | 2.0% |
|
MICROSOFT CORP | 6.8% | 2.0% | 2.0% |
|
ELI LILLY & CO | 2.7% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
ZECP Overweight Relative to MBOX
|
APPLE INC | 7.0% |
|
ALPHABET INC. CLASS A | 5.1% |
|
MICROSOFT CORP | 4.7% |
|
PROCTER & GAMBLE CO/THE | 3.1% |
|
SYNOPSYS INC | 2.7% |
|
CATERPILLAR INC | 2.7% |
|
AMERICAN EXPRESS CO | 2.5% |
|
WAL-MART STORES INC | 2.4% |
|
MARSH & MCLENNAN COS | 2.2% |
|
CINTAS CORP | 2.1% |
ZECP Underweight Relative to MBOX
|
BROADCOM INC. | -2.9% |
|
JEFFERIES FINANCIAL GROUP INC. | -2.5% |
|
ENERGY TRANSFER, L.P. | -2.5% |
|
EOG RESOURCES, INC. | -2.3% |
|
CINCINNATI FINANCIAL CORP | -2.3% |
|
MORGAN STANLEY | -2.3% |
|
CARRIER GLOBAL CORP. | -2.2% |
|
KROGER CO | -2.2% |
|
ENTERPRISE PRODUCTS PARTNERS | -2.2% |
|
PROGRESSIVE CORP | -2.2% |