Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
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
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| 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% |