Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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53
Number of overlapping holdings
29.8%
% of USMV's 180 holdings also in SPMV
71.6%
% of SPMV's 74 holdings also in USMV
Overlap by Weight
Sector Drift (USMV minus SPMV)
Overlapping Holdings
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| Company | Weight in USMV |
Weight in SPMV |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 1.7% | 3.3% | 1.7% |
|
T-MOBILE US, INC. | 1.7% | 3.2% | 1.7% |
|
DUKE ENERGY CORP | 1.6% | 2.4% | 1.6% |
|
PROGRESSIVE CORP | 1.6% | 3.0% | 1.6% |
|
CHUBB LIMITED | 1.5% | 3.1% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
USMV Overweight Relative to SPMV
|
REPUBLIC SERVICES INC | 1.8% |
|
WAL-MART STORES INC | 1.7% |
 |
WASTE CONNECTIONS, INC. | 1.6% |
|
MCKESSON CORP | 1.6% |
|
INTL BUSINESS MACHINES CORP | 1.6% |
|
WASTE MANAGEMENT INC | 1.5% |
|
MCDONALD'S CORP | 1.4% |
|
ROPER TECHNOLOGIES, INC. | 1.4% |
|
MOTOROLA SOLUTIONS | 1.3% |
|
NORTHROP GRUMMAN CORP | 1.2% |
USMV Underweight Relative to SPMV
|
MONDELEZ INTERNATIONAL INC-A | -2.8% |
|
ABBOTT LABORATORIES | -2.6% |
|
AMAZON.COM INC | -2.5% |
|
QUALCOMM INC | -2.4% |
|
BROADCOM INC. | -2.2% |
|
PHILIP MORRIS INTERNATIONAL | -2.1% |
|
VERTEX PHARMACEUTICALS INC | -2.0% |
|
SALESFORCE.COM INC | -2.0% |
|
NEXTERA ENERGY GROUP | -2.0% |
|
APPLE INC | -1.9% |