Fund Overlap

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


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137

Number of overlapping holdings

45.8%

% of USCA's 307 holdings also in SHE

57.8%

% of SHE's 239 holdings also in USCA

Overlap by Weight
Sector Drift (USCA minus SHE)
Overlapping Holdings

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Company Weight
in USCA
Weight
in SHE
Overlap
APPLE INC 5.6% 5.0% 5.0%
MICROSOFT CORP 4.9% 4.7% 4.7%
NVIDIA CORP 5.8% 4.1% 4.1%
META PLATFORMS INC 3.1% 4.8% 3.1%
ELI LILLY & CO 2.0% 2.4% 2.0%

Position Highlights (Non-Overlapping Exposures)
USCA Overweight Relative to SHE
AMAZON.COM INC 4.9%
ALPHABET INC. CLASS A 2.5%
ALPHABET INC. CLASS C 2.2%
BROADCOM INC. 2.0%
TESLA MOTORS INC 1.9%
NVIDIA CORP 1.7%
MASTERCARD INCORPORATED CLASS A 1.1%
HOME DEPOT INC 1.1%
ABBVIE INC 1.0%
MERCK & CO. INC. 0.9%
USCA Underweight Relative to SHE
ACCENTURE PLC-CL A -3.7%
CISCO SYSTEMS INC -3.6%
INTUIT INC -3.0%
META PLATFORMS INC -1.8%
TJX COMPANIES INC -1.5%
COSTCO WHOLESALE CORP -1.4%
NETFLIX INC -1.1%
AUTODESK INC -1.1%
LOWE'S COS INC -1.1%
FORTINET INC -1.0%
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