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
48.0%
% of USMC's 26 holdings also in LCF
26.1%
% of LCF's 47 holdings also in USMC
Overlap by Weight
Sector Drift (USMC minus LCF)
Overlapping Holdings
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| Company | Weight in USMC |
Weight in LCF |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 7.1% | 9.3% | 7.1% |
|
APPLE INC | 7.0% | 7.6% | 7.0% |
|
META PLATFORMS INC | 4.2% | 5.4% | 4.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 5.2% | 3.9% | 3.9% |
|
AMAZON.COM INC | 3.6% | 5.1% | 3.6% |
Position Highlights (Non-Overlapping Exposures)
USMC Overweight Relative to LCF
|
PROCTER & GAMBLE CO/THE | 4.9% |
|
JPMORGAN CHASE & CO | 4.8% |
|
MASTERCARD INCORPORATED CLASS A | 4.8% |
|
ALPHABET INC. CLASS A | 4.3% |
|
BROADCOM INC. | 3.5% |
|
NETFLIX INC | 3.5% |
|
ABBVIE INC | 3.2% |
|
HOME DEPOT INC | 3.1% |
|
EXXON MOBIL CORP | 2.9% |
|
WAL-MART STORES INC | 2.9% |
USMC Underweight Relative to LCF
|
ALPHABET INC. CLASS C | -5.8% |
|
GOLDMAN SACHS GROUP INC | -2.6% |
|
HCA HOLDINGS INC | -2.5% |
|
ORACLE CORP | -2.4% |
|
MICROSOFT CORP | -2.2% |
|
SALESFORCE.COM INC | -2.2% |
|
PHILIP MORRIS INTERNATIONAL | -2.0% |
|
TEXAS INSTRUMENTS INC | -1.9% |
|
RTX CORP | -1.9% |
|
MARKEL CORP | -1.7% |