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
51
Number of overlapping holdings
50.5%
% of OEF's 101 holdings also in RECS
14.1%
% of RECS's 368 holdings also in OEF
Overlap by Weight
Sector Drift (OEF minus RECS)
Overlapping Holdings
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| Company | Weight in OEF |
Weight in RECS |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 10.3% | 8.8% | 8.8% |
|
NVIDIA CORP | 9.6% | 7.9% | 7.9% |
|
MICROSOFT CORP | 9.0% | 7.7% | 7.7% |
|
AMAZON.COM INC | 5.9% | 4.8% | 4.8% |
|
META PLATFORMS INC | 3.9% | 3.1% | 3.1% |
Position Highlights (Non-Overlapping Exposures)
OEF Overweight Relative to RECS
|
TESLA MOTORS INC | 3.2% |
|
BROADCOM INC. | 3.0% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.3% |
|
ELI LILLY & CO | 1.8% |
|
NVIDIA CORP | 1.7% |
|
APPLE INC | 1.5% |
|
UNITEDHEALTH GROUP INC | 1.4% |
|
MICROSOFT CORP | 1.3% |
|
COSTCO WHOLESALE CORP | 1.2% |
|
MASTERCARD INCORPORATED CLASS A | 1.2% |
OEF Underweight Relative to RECS
|
VANGUARD CONSUMER DISCRETIONARY ETF | -1.2% |
|
PFIZER INC | -1.0% |
|
PHILIP MORRIS INTERNATIONAL | -0.9% |
|
BRISTOL-MYERS SQUIBB CO | -0.9% |
|
JPMORGAN CHASE & CO | -0.7% |
|
MCKESSON CORP | -0.7% |
 |
MEDTRONIC PLC | -0.7% |
|
HCA HOLDINGS INC | -0.6% |
|
UBER TECHNOLOGIES, INC. | -0.6% |
|
AUTOMATIC DATA PROCESSING | -0.5% |