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
9
Number of overlapping holdings
34.6%
% of USMC's 27 holdings also in VSMV
13.4%
% of VSMV's 70 holdings also in USMC
Overlap by Weight
Sector Drift (USMC minus VSMV)
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 VSMV |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 7.5% | 10.2% | 7.5% |
|
MICROSOFT CORP | 6.1% | 8.4% | 6.1% |
|
WAL-MART STORES INC | 3.4% | 4.2% | 3.4% |
|
EXXON MOBIL CORP | 3.7% | 3.3% | 3.3% |
|
PROCTER & GAMBLE CO/THE | 3.9% | 3.2% | 3.2% |
Position Highlights (Non-Overlapping Exposures)
USMC Overweight Relative to VSMV
|
NVIDIA CORP | 5.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 5.0% |
|
VISA INC. CLASS A | 4.7% |
|
MASTERCARD INCORPORATED CLASS A | 4.6% |
|
NETFLIX INC | 4.2% |
|
JPMORGAN CHASE & CO | 4.2% |
|
META PLATFORMS INC | 4.2% |
|
SALESFORCE.COM INC | 4.1% |
|
AMAZON.COM INC | 3.9% |
|
UNITEDHEALTH GROUP INC | 3.5% |
USMC Underweight Relative to VSMV
|
REPUBLIC SERVICES INC | -3.5% |
|
CENCORA INC | -3.4% |
|
WASTE MANAGEMENT INC | -3.1% |
|
AUTOMATIC DATA PROCESSING | -3.0% |
|
AFLAC INC | -2.9% |
|
CARDINAL HEALTH INC | -2.9% |
|
MCKESSON CORP | -2.8% |
|
APPLE INC | -2.7% |
|
COGNIZANT TECH SOLUTIONS-A | -2.7% |
|
ALLSTATE CORP | -2.7% |