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
10
Number of overlapping holdings
38.5%
% of USMC's 27 holdings also in GDIV
21.7%
% of GDIV's 47 holdings also in USMC
Overlap by Weight
Sector Drift (USMC minus GDIV)
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 GDIV |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.1% | 5.9% | 5.9% |
|
APPLE INC | 7.5% | 5.1% | 5.1% |
|
META PLATFORMS INC | 4.2% | 2.9% | 2.9% |
|
ELI LILLY & CO | 2.6% | 3.4% | 2.6% |
|
UNITEDHEALTH GROUP INC | 3.5% | 2.4% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
USMC Overweight Relative to GDIV
|
NVIDIA CORP | 5.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 5.0% |
|
VISA INC. CLASS A | 4.7% |
|
MASTERCARD INCORPORATED CLASS A | 4.6% |
|
NETFLIX INC | 4.2% |
|
JPMORGAN CHASE & CO | 4.2% |
|
AMAZON.COM INC | 3.9% |
|
ALPHABET INC. CLASS A | 3.9% |
|
EXXON MOBIL CORP | 3.7% |
|
ORACLE CORP | 3.3% |
USMC Underweight Relative to GDIV
|
ARTHUR J GALLAGHER & CO | -4.3% |
|
BROADCOM INC. | -4.1% |
|
MUELLER INDUSTRIES INC | -3.0% |
|
COCA-COLA CO/THE | -2.8% |
|
PRIMERICA INC | -2.8% |
|
PFIZER INC | -2.7% |
|
TAPESTRY, INC. | -2.6% |
|
CINTAS CORP | -2.5% |
|
AMERIPRISE FINANCIAL INC | -2.1% |
|
WILLIAMS COS INC | -2.1% |