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
8
Number of overlapping holdings
32.0%
% of USMC's 26 holdings also in JGRW
29.6%
% of JGRW's 27 holdings also in USMC
Overlap by Weight
Sector Drift (USMC minus JGRW)
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 JGRW |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 7.1% | 7.2% | 7.1% |
|
APPLE INC | 7.0% | 7.2% | 7.0% |
|
MASTERCARD INCORPORATED CLASS A | 4.8% | 4.4% | 4.4% |
|
ALPHABET INC. CLASS A | 4.3% | 5.6% | 4.3% |
|
UNITEDHEALTH GROUP INC | 4.5% | 3.9% | 3.9% |
Position Highlights (Non-Overlapping Exposures)
USMC Overweight Relative to JGRW
|
BERKSHIRE HATHAWAY INC-CL B | 5.2% |
|
EXXON MOBIL CORP | 4.9% |
|
JPMORGAN CHASE & CO | 4.8% |
|
VISA INC. CLASS A | 4.7% |
|
NETFLIX INC | 4.5% |
|
NVIDIA CORP | 4.4% |
|
META PLATFORMS INC | 4.2% |
|
AMAZON.COM INC | 3.6% |
|
BROADCOM INC. | 3.5% |
|
ABBVIE INC | 3.2% |
USMC Underweight Relative to JGRW
 |
ACCENTURE PLC-CL A | -7.1% |
|
STRYKER CORP | -6.1% |
|
INTUIT INC | -6.1% |
|
MARSH & MCLENNAN COS | -6.0% |
|
AUTOMATIC DATA PROCESSING | -4.3% |
|
PEPSICO INC | -3.4% |
|
ZOETIS INC | -3.4% |
|
TEXAS INSTRUMENTS INC | -3.3% |
|
BROADRIDGE FINANCIAL SOLUTIO | -3.2% |
|
WASTE MANAGEMENT INC | -2.8% |