MBOX vs DWUS overlap

MBOX and DWUS overlap 0.0% by weight, across 0 shared holdings.

MBOXDWUS

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

MBOX0.0% of the fund is in shared holdings, of 39

DWUS0.0% of the fund is in shared holdings, of 2

Top shared holdings

These funds hold nothing in common.

Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: MBOX, SEC Form N-PORT, June 30, 2026; DWUS, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 18 holding any

MBOX0.1% of its 13F dollars, 18.2% of its 11 holders

DWUS0.1% of its 13F dollars, 22.2% of its 9 holders

Largest institutions holding both

Firm	MBOX	DWUS
Morgan Stanley	$56K	$125K
UBS Group AG	$20K	$54K

This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.

Who owns them: MBOX institutional holders, DWUS institutional holders.

Frequently asked questions

How much do MBOX and DWUS overlap?

0.0% by weight, with 0 holdings in common, using holdings for MBOX as of June 30, 2026 and DWUS as of June 30, 2026.

Do institutions hold both MBOX and DWUS?

2 Form 13F filers report positions in both, out of 18 that report either one.

How is overlap by weight worked out?

For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.