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
9
Number of overlapping holdings
36.0%
% of USMC's 26 holdings also in BDIV
24.3%
% of BDIV's 37 holdings also in USMC
Overlap by Weight
Sector Drift (USMC minus BDIV)
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 USMC |
Weight in BDIV |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 7.1% | 7.5% | 7.1% |
|
APPLE INC | 7.0% | 5.7% | 5.7% |
|
UNITEDHEALTH GROUP INC | 4.5% | 4.1% | 4.1% |
|
JPMORGAN CHASE & CO | 4.8% | 3.4% | 3.4% |
|
COSTCO WHOLESALE CORP | 2.7% | 3.2% | 2.7% |
Position Highlights (Non-Overlapping Exposures)
USMC Overweight Relative to BDIV
|
BERKSHIRE HATHAWAY INC-CL B | 5.2% |
|
EXXON MOBIL CORP | 4.9% |
|
PROCTER & GAMBLE CO/THE | 4.9% |
|
MASTERCARD INCORPORATED CLASS A | 4.8% |
|
NETFLIX INC | 4.5% |
|
NVIDIA CORP | 4.4% |
|
ALPHABET INC. CLASS A | 4.3% |
|
META PLATFORMS INC | 4.2% |
|
AMAZON.COM INC | 3.6% |
|
ABBVIE INC | 3.2% |
USMC Underweight Relative to BDIV
 |
TRANE TECHNOLOGIES PLC | -4.5% |
|
ORACLE CORP | -3.7% |
|
CHEVRON CORP | -3.5% |
|
T-MOBILE US, INC. | -3.2% |
|
LOWE'S COS INC | -3.1% |
 |
LINDE PLC | -2.9% |
|
PHILIP MORRIS INTERNATIONAL | -2.9% |
|
MORGAN STANLEY | -2.9% |
|
FERGUSON ENTERPRISES INC | -2.7% |
|
CRH PLC | -2.4% |