Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
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% |