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
12
Number of overlapping holdings
46.2%
% of USMC's 27 holdings also in EDOW
40.0%
% of EDOW's 31 holdings also in USMC
Overlap by Weight
Sector Drift (USMC minus EDOW)
Overlapping Holdings
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| Company | Weight in USMC |
Weight in EDOW |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 4.2% | 3.5% | 3.5% |
|
UNITEDHEALTH GROUP INC | 3.5% | 3.6% | 3.5% |
|
VISA INC. CLASS A | 4.7% | 3.4% | 3.4% |
|
APPLE INC | 7.5% | 3.3% | 3.3% |
|
WAL-MART STORES INC | 3.4% | 3.3% | 3.3% |
Position Highlights (Non-Overlapping Exposures)
USMC Overweight Relative to EDOW
|
BERKSHIRE HATHAWAY INC-CL B | 5.0% |
|
MASTERCARD INCORPORATED CLASS A | 4.6% |
|
APPLE INC | 4.2% |
|
NETFLIX INC | 4.2% |
|
META PLATFORMS INC | 4.2% |
|
ALPHABET INC. CLASS A | 3.9% |
|
EXXON MOBIL CORP | 3.7% |
|
ORACLE CORP | 3.3% |
|
WELLS FARGO & CO | 3.3% |
|
ABBVIE INC | 3.0% |
USMC Underweight Relative to EDOW
|
BOEING CO | -3.6% |
|
CHEVRON CORP | -3.6% |
|
VERIZON COMMUNICATIONS INC | -3.5% |
|
TRAVELERS COS INC/THE | -3.5% |
|
MCDONALD'S CORP | -3.4% |
|
HONEYWELL INTERNATIONAL INC | -3.4% |
|
AMERICAN EXPRESS CO | -3.4% |
|
GOLDMAN SACHS GROUP INC | -3.4% |
|
CISCO SYSTEMS INC | -3.3% |
|
COCA-COLA CO/THE | -3.3% |