Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
168
Number of overlapping holdings
56.6%
% of USCL's 301 holdings also in ESG
64.1%
% of ESG's 266 holdings also in USCL
Overlap by Weight
Sector Drift (USCL minus ESG)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in USCL |
Weight in ESG |
Overlap | |
---|---|---|---|---|
APPLE INC | 5.6% | 5.0% | 5.0% | |
AMAZON.COM INC | 4.6% | 4.9% | 4.6% | |
MICROSOFT CORP | 4.6% | 4.8% | 4.6% | |
META PLATFORMS INC | 3.3% | 4.6% | 3.3% | |
ELI LILLY & CO | 2.2% | 2.3% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
USCL Overweight Relative to ESG
NVIDIA CORP | 5.9% | |
ALPHABET INC. CLASS A | 2.3% | |
ABBVIE INC | 1.0% | |
NETFLIX INC | 0.9% | |
THERMO FISHER SCIENTIFIC INC | 0.7% | |
LINDE PLC | 0.7% | |
APPLE INC | 0.6% | |
WELLS FARGO & CO | 0.6% | |
DANAHER CORP | 0.5% | |
AMGEN INC | 0.5% |
USCL Underweight Relative to ESG
BERKSHIRE HATHAWAY INC-CL B | -2.9% | |
TESLA MOTORS INC | -1.4% | |
META PLATFORMS INC | -1.3% | |
JPMORGAN CHASE & CO | -1.3% | |
EXXON MOBIL CORP | -1.2% | |
COSTCO WHOLESALE CORP | -0.9% | |
PROCTER & GAMBLE CO/THE | -0.9% | |
JOHNSON & JOHNSON | -0.8% | |
TJX COMPANIES INC | -0.7% | |
CHEVRON CORP | -0.6% |