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
53.8%
% of USMC's 27 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 | 7.5% | 4.1% | 4.1% |
|
NVIDIA CORP | 5.8% | 4.0% | 4.0% |
|
MICROSOFT CORP | 6.1% | 3.9% | 3.9% |
|
VISA INC. CLASS A | 4.7% | 3.9% | 3.9% |
|
MASTERCARD INCORPORATED CLASS A | 4.6% | 3.9% | 3.9% |
Position Highlights (Non-Overlapping Exposures)
USMC Overweight Relative to SDEP
|
BERKSHIRE HATHAWAY INC-CL B | 5.0% |
|
JPMORGAN CHASE & CO | 4.2% |
|
META PLATFORMS INC | 4.2% |
|
SALESFORCE.COM INC | 4.1% |
|
AMAZON.COM INC | 3.9% |
|
ALPHABET INC. CLASS A | 3.9% |
|
EXXON MOBIL CORP | 3.7% |
|
APPLE INC | 3.4% |
|
WAL-MART STORES INC | 3.4% |
|
ORACLE CORP | 3.3% |
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% |