Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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7
Number of overlapping holdings
18.9%
% of BDIV's 37 holdings also in USSE
35.0%
% of USSE's 21 holdings also in BDIV
Overlap by Weight
Sector Drift (BDIV minus USSE)
Overlapping Holdings
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| Company | Weight in BDIV |
Weight in USSE |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 7.5% | 7.8% | 7.5% |
|
APPLE INC | 5.4% | 6.8% | 5.4% |
|
UNITEDHEALTH GROUP INC | 4.5% | 4.4% | 4.4% |
|
JPMORGAN CHASE & CO | 3.6% | 4.3% | 3.6% |
|
VISA INC. CLASS A | 3.0% | 7.1% | 3.0% |
Position Highlights (Non-Overlapping Exposures)
BDIV Overweight Relative to USSE
 |
TRANE TECHNOLOGIES PLC | 4.1% |
|
PHILIP MORRIS INTERNATIONAL | 3.7% |
|
COSTCO WHOLESALE CORP | 3.6% |
|
T-MOBILE US, INC. | 3.2% |
|
CHEVRON CORP | 3.2% |
 |
LINDE PLC | 3.1% |
|
LOWE'S COS INC | 2.7% |
|
CME GROUP INC | 2.5% |
|
NEXTERA ENERGY GROUP | 2.5% |
|
MORGAN STANLEY | 2.5% |
BDIV Underweight Relative to USSE
|
ALPHABET INC. CLASS C | -7.4% |
|
GLOBE LIFE INC. | -5.5% |
|
MARVELL TECHNOLOGY, INC. | -5.2% |
|
PALO ALTO NETWORKS INC | -4.9% |
|
AMAZON.COM INC | -4.8% |
|
REINSURANCE GROUP OF AMERICA | -4.6% |
|
SERVICENOW INC | -4.4% |
|
O'REILLY AUTOMOTIVE INC | -4.2% |
|
ARES MANAGEMENT LP | -4.0% |
|
VISA INC. CLASS A | -4.0% |