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
14.2%
% 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 | 9.5% | 8.6% | 8.6% |
|
MICROSOFT CORP | 8.7% | 7.3% | 7.3% |
|
NVIDIA CORP | 8.0% | 6.8% | 6.8% |
|
AMAZON.COM INC | 5.2% | 4.6% | 4.6% |
|
META PLATFORMS INC | 3.5% | 3.4% | 3.4% |
Position Highlights (Non-Overlapping Exposures)
OEF Overweight Relative to RECS
|
BERKSHIRE HATHAWAY INC-CL B | 3.0% |
|
BROADCOM INC. | 2.6% |
|
TESLA MOTORS INC | 2.2% |
|
ELI LILLY & CO | 2.1% |
|
COSTCO WHOLESALE CORP | 1.4% |
|
MICROSOFT CORP | 1.4% |
|
MASTERCARD INCORPORATED CLASS A | 1.3% |
|
UNITEDHEALTH GROUP INC | 1.3% |
|
NETFLIX INC | 1.3% |
|
WAL-MART STORES INC | 1.3% |
OEF Underweight Relative to RECS
|
PFIZER INC | -1.1% |
|
VANGUARD CONSUMER DISCRETIONARY ETF | -1.0% |
|
PHILIP MORRIS INTERNATIONAL | -1.0% |
|
BRISTOL-MYERS SQUIBB CO | -1.0% |
 |
MEDTRONIC PLC | -0.9% |
|
MCKESSON CORP | -0.9% |
|
JPMORGAN CHASE & CO | -0.8% |
|
UBER TECHNOLOGIES, INC. | -0.7% |
|
HCA HOLDINGS INC | -0.7% |
|
AUTOMATIC DATA PROCESSING | -0.6% |