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
13
Number of overlapping holdings
50.0%
% of USMC's 27 holdings also in PWB
26.5%
% of PWB's 49 holdings also in USMC
Overlap by Weight
Sector Drift (USMC minus PWB)
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 PWB |
Overlap | |
|---|---|---|---|---|
 |
VISA INC. CLASS A | 4.7% | 3.4% | 3.4% |
|
MASTERCARD INCORPORATED CLASS A | 4.6% | 3.4% | 3.4% |
|
NETFLIX INC | 4.2% | 3.4% | 3.4% |
|
MICROSOFT CORP | 6.1% | 3.4% | 3.4% |
|
AMAZON.COM INC | 3.9% | 3.2% | 3.2% |
Position Highlights (Non-Overlapping Exposures)
USMC Overweight Relative to PWB
|
BERKSHIRE HATHAWAY INC-CL B | 5.0% |
|
APPLE INC | 4.4% |
|
JPMORGAN CHASE & CO | 4.2% |
|
SALESFORCE.COM INC | 4.1% |
|
PROCTER & GAMBLE CO/THE | 3.9% |
|
EXXON MOBIL CORP | 3.7% |
|
UNITEDHEALTH GROUP INC | 3.5% |
|
WELLS FARGO & CO | 3.3% |
|
ABBVIE INC | 3.0% |
|
JOHNSON & JOHNSON | 2.9% |
USMC Underweight Relative to PWB
|
GE AEROSPACE | -3.5% |
|
AMERICAN EXPRESS CO | -3.2% |
|
AUTOZONE INC | -1.7% |
|
AMPHENOL CORP-CL A | -1.6% |
|
INTERCONTINENTALEXCHANGE INC | -1.5% |
|
TARGA RESOURCES CORP | -1.5% |
|
FAIR ISAAC CORP | -1.5% |
|
PROGRESSIVE CORP | -1.5% |
|
HOWMET AEROSPACE INC. | -1.5% |
|
CINTAS CORP | -1.5% |