Fund comparison · from official SEC filings
MWMIX vs SCHK: how much do they overlap?
VanEck Morningstar Wide Moat Fund and Schwab 1000 Index ETF
vs
Shared holdings
Company
MWMIX
SCHK
N
NVDANVIDIA CORP
2.50%
7.29%
M
MSFTMICROSOFT CORP
2.22%
4.75%
A
AMZNAMAZON.COM INC
1.31%
3.76%
A
AVGOBROADCOM INC
1.20%
3.01%
B
BMYBRISTOL-MYERS SQUIBB CO
2.90%
0.17%
M
MDLZMONDELEZ INTERNATIONAL INC-A
2.74%
0.11%
S
STZCONSTELLATION BRANDS INC-A
2.73%
0.03%
K
KVUEKENVUE INC
2.66%
0.05%
A
ABNBAIRBNB INC-CLASS A
2.63%
0.08%
Z
ZTSZOETIS INC
2.62%
0.05%
B
BF.BBROWN-FORMAN CORP-CLASS B
2.61%
0.01%
Z
ZBHZIMMER BIOMET HOLDINGS INC
2.61%
0.02%
F
FTNTFORTINET INC
2.61%
0.12%
C
CLXCLOROX COMPANY
2.61%
0.02%
M
MASMASCO CORP
2.54%
0.02%
N
NXPINXP SEMICONDUCTORS NV
2.41%
0.11%
O
OTISOTIS WORLDWIDE CORP
2.40%
0.04%
D
DHRDANAHER CORP
2.39%
0.16%
G
GEHCGE HEALTHCARE TECHNOLOGY
2.38%
0.04%
L
LPLALPL FINANCIAL HOLDINGS INC
2.38%
0.03%
N
NKENIKE INC -CL B
2.37%
0.08%
T
TRUTRANSUNION
2.36%
0.02%
T
TYLTYLER TECHNOLOGIES INC
2.26%
0.02%
B
BRBROADRIDGE FINANCIAL SOLUTIO
2.14%
0.03%
E
ELESTEE LAUDER COMPANIES-CL A
1.97%
0.03%
Only in MWMIX
T
TRPXXINVESCO TREASURY-INST
0.33%
Only in SCHK
A
AAPLAPPLE INC
6.51%
G
GOOGLALPHABET INC-CL A
3.15%
G
GOOGALPHABET INC-CL C
2.50%
T
TSLATESLA INC
1.74%
M
MUMICRON TECHNOLOGY INC
1.55%
L
LLYELI LILLY & CO
1.24%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.24%
A
AMDADVANCED MICRO DEVICES
1.20%
J
JPMJPMORGAN CHASE & CO
1.15%
E
EXMOCEXXON MOBIL CORP
0.86%
V
VVISA INC-CLASS A SHARES
0.78%
J
JNJJOHNSON & JOHNSON
0.77%
I
INTCINTEL CORP
0.77%
W
WMTWALMART INC
0.72%
C
CSCOCISCO SYSTEMS INC
0.68%
C
COSTCOSTCO WHOLESALE CORP
0.60%
C
CATCATERPILLAR INC
0.58%
M
MAMASTERCARD INC - A
0.57%
L
LRCXLAM RESEARCH CORP
0.56%
A
ABBVABBVIE INC
0.55%
N
NFLXNETFLIX INC
0.52%
P
PLTRPALANTIR TECHNOLOGIES INC-A
0.51%
U
UNHUNITEDHEALTH GROUP INC
0.49%
B
BACBANK OF AMERICA CORP
0.49%
C
CVXCHEVRON CORP
0.49%
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93% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.