Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
9.7%
% of QUAL's 125 holdings also in HART
16.0%
% of HART's 84 holdings also in QUAL
Overlap by Weight
Sector Drift (QUAL minus HART)
Overlapping Holdings
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| Company | Weight in QUAL |
Weight in HART |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 5.6% | 5.6% | 5.6% |
|
ELI LILLY & CO | 4.5% | 4.8% | 4.5% |
|
UNITEDHEALTH GROUP INC | 2.8% | 5.7% | 2.8% |
|
JOHNSON & JOHNSON | 2.3% | 5.4% | 2.3% |
|
ALPHABET INC. CLASS A | 1.7% | 4.8% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
QUAL Overweight Relative to HART
|
NVIDIA CORP | 5.9% |
|
MICROSOFT CORP | 4.6% |
|
VISA INC. CLASS A | 4.1% |
|
MASTERCARD INCORPORATED CLASS A | 4.0% |
|
META PLATFORMS INC | 3.9% |
|
COSTCO WHOLESALE CORP | 2.5% |
|
ADOBE SYSTEMS INC | 2.0% |
|
TJX COMPANIES INC | 2.0% |
|
CONOCOPHILLIPS | 1.8% |
|
COCA-COLA CO/THE | 1.7% |
QUAL Underweight Relative to HART
|
PFIZER INC | -5.3% |
 |
NOVARTIS AG | -5.3% |
|
ABBOTT LABORATORIES | -5.1% |
 |
ASTRAZENECA PLC | -4.9% |
 |
NOVO NORDISK A/S-B | -4.6% |
|
ELEVANCE HEALTH INC | -3.1% |
|
ALPHABET INC. CLASS A | -3.1% |
|
JOHNSON & JOHNSON | -3.1% |
 |
SANOFI-AVENTIS | -3.0% |
|
UNITEDHEALTH GROUP INC | -2.8% |