ETF comparison

MTUM vs BALQ overlap

Compare MTUM ETF and BALQ ETF by shared holdings, expense ratio, issuer, category, and tracked overlap.

Tracked overlap36.73%

36 shared holdings

MTUM expense0.00%

Unknown

BALQ expense0.00%

Unknown

Data date2026-05-01

2026-05-01

Shared top holdings

Overlap uses the smaller fund weight for each shared holding.

NVDANVIDIA CORP

4.98%overlap weight

AVGOBROADCOM INC

3.98%overlap weight

MUMICRON TECHNOLOGY INC

3.44%overlap weight

AMDADVANCED MICRO DEVICES INC

3.28%overlap weight

GOOGLALPHABET INC CLASS A

2.74%overlap weight

WMTWALMART INC

2.73%overlap weight

Interpretation

Should you own both MTUM and BALQ?

MTUM and BALQ share 36 tracked holdings with 36.73% overlap in the imported holdings set. High overlap can be fine when the funds serve a deliberate role, but it can also mean less diversification than the ticker count suggests.

Use the portfolio analyzer to test your actual allocations. Pairwise overlap does not account for how much of each ETF you own.