Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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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

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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%
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