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
14
Number of overlapping holdings
56.0%
% of USMC's 26 holdings also in SDEP
56.0%
% of SDEP's 25 holdings also in USMC
Overlap by Weight
Sector Drift (USMC minus SDEP)
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 SDEP |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 7.0% | 4.1% | 4.1% |
|
NVIDIA CORP | 4.4% | 4.0% | 4.0% |
|
UNITEDHEALTH GROUP INC | 4.5% | 4.0% | 4.0% |
|
PROCTER & GAMBLE CO/THE | 4.9% | 4.0% | 4.0% |
|
MICROSOFT CORP | 7.1% | 3.9% | 3.9% |
Position Highlights (Non-Overlapping Exposures)
USMC Overweight Relative to SDEP
|
BERKSHIRE HATHAWAY INC-CL B | 5.2% |
|
EXXON MOBIL CORP | 4.9% |
|
JPMORGAN CHASE & CO | 4.8% |
|
ALPHABET INC. CLASS A | 4.3% |
|
META PLATFORMS INC | 4.2% |
|
AMAZON.COM INC | 3.6% |
|
MICROSOFT CORP | 3.1% |
|
BANK OF AMERICA CORP | 3.0% |
|
WAL-MART STORES INC | 2.9% |
|
APPLE INC | 2.9% |
USMC Underweight Relative to SDEP
|
ALPHABET INC. CLASS C | -5.2% |
|
TJX COMPANIES INC | -4.1% |
|
PEPSICO INC | -4.0% |
|
AUTOMATIC DATA PROCESSING | -3.9% |
|
QUALCOMM INC | -3.9% |
|
COCA-COLA CO/THE | -3.9% |
|
LOCKHEED MARTIN CORP | -3.9% |
|
ADOBE SYSTEMS INC | -3.9% |
|
CISCO SYSTEMS INC | -3.9% |
|
CONOCOPHILLIPS | -3.9% |