Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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26

Number of overlapping holdings

26.3%

% of OUSA's 100 holdings also in SHRY

53.1%

% of SHRY's 51 holdings also in OUSA

Overlap by Weight
Sector Drift (OUSA minus SHRY)
Overlapping Holdings

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Company Weight
in OUSA
Weight
in SHRY
Overlap
JOHNSON & JOHNSON 4.0% 2.3% 2.3%
VISA INC. CLASS A 5.3% 1.8% 1.8%
COMCAST CORP-CL A 3.4% 1.8% 1.8%
PROCTER & GAMBLE CO/THE 2.6% 1.8% 1.8%
MERCK & CO. INC. 4.1% 1.7% 1.7%

Position Highlights (Non-Overlapping Exposures)
OUSA Overweight Relative to SHRY
HOME DEPOT INC 5.4%
MICROSOFT CORP 4.7%
APPLE INC 3.8%
VISA INC. CLASS A 3.5%
CISCO SYSTEMS INC 3.1%
ALPHABET INC. CLASS A 3.0%
MASTERCARD INCORPORATED CLASS A 2.7%
MERCK & CO. INC. 2.4%
TEXAS INSTRUMENTS INC 2.2%
MCDONALD'S CORP 2.2%
OUSA Underweight Relative to SHRY
AMERIPRISE FINANCIAL INC -5.0%
ALTRIA GROUP INC -4.7%
PRINCIPAL FINANCIAL GROUP -4.6%
CHARTER COMMUNICATIONS, INC. CLASS A -3.9%
CARDINAL HEALTH INC -3.8%
EOG RESOURCES, INC. -3.5%
KINDER MORGAN INC -3.1%
HP INC. -3.0%
MCKESSON CORP -2.9%
HARTFORD FINANCIAL SVCS GRP -2.8%
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