XEQT vs XUU
XUU pushed you to 70% US.
With $10,000 in each. All 2,432 of its companies were already in your XEQT. It added none, only more of the biggest.
XEQT and XUU overlap
46%
They share 2,432 companies. $9,977 of the $10,000 in XUU goes to companies XEQT already holds, most of all NVIDIA, Apple, Alphabet.
XUU adds no company XEQT doesn’t hold.
The ten biggest companies go from 18% to 24% of the money.
The biggest 15 companies in $20,000
NVIDIA
3.45 shares · United States
$967
+$663 from XUU
Apple
2.09 shares · United States
$848
+$581 from XUU
Alphabet
0.834 shares · United States
$752
+$515 from XUU
Microsoft
1.06 shares · United States
$553
+$379 from XUU
Amazon.com
1.39 shares · United States
$466
+$319 from XUU
Broadcom
0.674 shares · United States
$357
+$245 from XUU
Micron Technology
0.16 shares · United States
$260
+$178 from XUU
Meta Platforms
0.312 shares · United States
$247
+$169 from XUU
Tesla
0.401 shares · United States
$236
+$162 from XUU
Royal Bank of Canada
0.733 shares · Canada
$213
Eli Lilly
0.113 shares · United States
$189
+$130 from XUU
Advanced Micro Devices
0.232 shares · United States
$189
+$130 from XUU
Berkshire Hathaway
0.261 shares · United States
$183
+$125 from XUU
JPMorgan Chase
0.381 shares · United States
$175
+$120 from XUU
Toronto-Dominion Bank
0.876 shares · Canada
$149
And 7,559 more companies.
Holdings as of May 31, 2026 to Jul 31, 2026, from the US funds’ SEC filings; Canadian funds by their published mix, estimated where they hold stocks directly. Sources