Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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8
Number of overlapping holdings
32.0%
% of USMC's 26 holdings also in GDIV
19.5%
% of GDIV's 42 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 | 7.1% | 7.7% | 7.1% |
|
APPLE INC | 7.0% | 5.8% | 5.8% |
|
BROADCOM INC. | 3.5% | 5.2% | 3.5% |
|
ABBVIE INC | 3.2% | 2.7% | 2.7% |
|
MERCK & CO. INC. | 2.9% | 2.7% | 2.7% |
Position Highlights (Non-Overlapping Exposures)
USMC Overweight Relative to GDIV
|
BERKSHIRE HATHAWAY INC-CL B | 5.2% |
|
EXXON MOBIL CORP | 4.9% |
|
PROCTER & GAMBLE CO/THE | 4.9% |
|
JPMORGAN CHASE & CO | 4.8% |
|
MASTERCARD INCORPORATED CLASS A | 4.8% |
|
VISA INC. CLASS A | 4.7% |
|
UNITEDHEALTH GROUP INC | 4.5% |
|
NETFLIX INC | 4.5% |
|
NVIDIA CORP | 4.4% |
|
ALPHABET INC. CLASS A | 4.3% |
USMC Underweight Relative to GDIV
|
ARTHUR J GALLAGHER & CO | -3.9% |
|
INTL BUSINESS MACHINES CORP | -3.9% |
|
COCA-COLA CO/THE | -2.7% |
|
MUELLER INDUSTRIES INC | -2.7% |
|
AMERICAN INTERNATIONAL GROUP | -2.6% |
|
PRIMERICA INC | -2.6% |
|
PFIZER INC | -2.6% |
|
MICROCHIP TECHNOLOGY INC | -2.6% |
|
CINTAS CORP | -2.4% |
|
WATSCO INC | -2.4% |