Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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10
Number of overlapping holdings
38.5%
% of USMC's 27 holdings also in BDIV
27.0%
% of BDIV's 37 holdings also in USMC
Overlap by Weight
Sector Drift (USMC minus BDIV)
Overlapping Holdings
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| Company | Weight in USMC |
Weight in BDIV |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.1% | 7.1% | 6.1% |
|
APPLE INC | 7.5% | 5.7% | 5.7% |
|
JPMORGAN CHASE & CO | 4.2% | 3.5% | 3.5% |
|
UNITEDHEALTH GROUP INC | 3.5% | 3.7% | 3.5% |
|
VISA INC. CLASS A | 4.7% | 3.0% | 3.0% |
Position Highlights (Non-Overlapping Exposures)
USMC Overweight Relative to BDIV
|
NVIDIA CORP | 5.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 5.0% |
|
MASTERCARD INCORPORATED CLASS A | 4.6% |
|
NETFLIX INC | 4.2% |
|
META PLATFORMS INC | 4.2% |
|
SALESFORCE.COM INC | 4.1% |
|
AMAZON.COM INC | 3.9% |
|
PROCTER & GAMBLE CO/THE | 3.9% |
|
ALPHABET INC. CLASS A | 3.9% |
|
EXXON MOBIL CORP | 3.7% |
USMC Underweight Relative to BDIV
|
CHEVRON CORP | -3.8% |
 |
TRANE TECHNOLOGIES PLC | -3.8% |
|
PHILIP MORRIS INTERNATIONAL | -3.6% |
|
T-MOBILE US, INC. | -3.2% |
 |
LINDE PLC | -3.1% |
|
LOWE'S COS INC | -2.7% |
|
NEXTERA ENERGY GROUP | -2.6% |
|
MORGAN STANLEY | -2.6% |
|
CME GROUP INC | -2.4% |
|
MCKESSON CORP | -2.4% |