Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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96
Number of overlapping holdings
36.6%
% of ESG's 266 holdings also in PALC
52.7%
% of PALC's 182 holdings also in ESG
Overlap by Weight
Sector Drift (ESG minus PALC)
Overlapping Holdings
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Company | Weight in ESG |
Weight in PALC |
Overlap | |
---|---|---|---|---|
AMAZON.COM INC | 4.9% | 5.1% | 4.9% | |
META PLATFORMS INC | 4.6% | 3.6% | 3.6% | |
BERKSHIRE HATHAWAY INC-CL B | 2.9% | 3.4% | 2.9% | |
JPMORGAN CHASE & CO | 3.1% | 2.8% | 2.8% | |
ELI LILLY & CO | 2.3% | 3.6% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
ESG Overweight Relative to PALC
TESLA MOTORS INC | 3.1% | |
MICROSOFT CORP | 2.8% | |
APPLE INC | 2.8% | |
EXXON MOBIL CORP | 2.7% | |
ALPHABET INC. CLASS C | 1.6% | |
CHEVRON CORP | 1.4% | |
MERCK & CO. INC. | 1.4% | |
COCA-COLA CO/THE | 1.4% | |
UNITEDHEALTH GROUP INC | 1.3% | |
ACCENTURE PLC-CL A | 1.1% |
ESG Underweight Relative to PALC
NVIDIA CORP | -5.6% | |
BROADCOM INC. | -4.0% | |
COSTCO WHOLESALE CORP | -3.0% | |
GE AEROSPACE | -2.2% | |
NETFLIX INC | -1.7% | |
PROGRESSIVE CORP | -1.6% | |
MASTERCARD INCORPORATED CLASS A | -1.4% | |
ELI LILLY & CO | -1.3% | |
LOCKHEED MARTIN CORP | -0.8% | |
AMERICAN EXPRESS CO | -0.8% |