Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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9
Number of overlapping holdings
34.6%
% of USMC's 27 holdings also in JGRW
33.3%
% of JGRW's 27 holdings also in USMC
Overlap by Weight
Sector Drift (USMC minus JGRW)
Overlapping Holdings
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| Company | Weight in USMC |
Weight in JGRW |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.1% | 7.6% | 6.1% |
|
APPLE INC | 7.5% | 5.7% | 5.7% |
|
MASTERCARD INCORPORATED CLASS A | 4.6% | 4.4% | 4.4% |
|
ALPHABET INC. CLASS A | 3.9% | 5.1% | 3.9% |
|
UNITEDHEALTH GROUP INC | 3.5% | 3.4% | 3.4% |
Position Highlights (Non-Overlapping Exposures)
USMC Overweight Relative to JGRW
|
BERKSHIRE HATHAWAY INC-CL B | 5.0% |
|
VISA INC. CLASS A | 4.7% |
|
NVIDIA CORP | 4.4% |
|
NETFLIX INC | 4.2% |
|
JPMORGAN CHASE & CO | 4.2% |
|
META PLATFORMS INC | 4.2% |
|
SALESFORCE.COM INC | 4.1% |
|
AMAZON.COM INC | 3.9% |
|
EXXON MOBIL CORP | 3.7% |
|
WAL-MART STORES INC | 3.4% |
USMC Underweight Relative to JGRW
|
MARSH & MCLENNAN COS | -7.0% |
|
STRYKER CORP | -6.3% |
|
INTUIT INC | -6.1% |
 |
ACCENTURE PLC-CL A | -5.1% |
|
COPART INC | -4.1% |
|
BROADRIDGE FINANCIAL SOLUTIO | -4.0% |
|
AUTOMATIC DATA PROCESSING | -3.8% |
|
ABBOTT LABORATORIES | -3.7% |
|
WASTE MANAGEMENT INC | -3.7% |
|
KLA CORPORATION | -3.6% |