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   

136

Number of overlapping holdings

27.5%

% of CFA's 503 holdings also in USMF

68.3%

% of USMF's 201 holdings also in CFA

Overlap by Weight
Sector Drift (CFA minus USMF)
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 CFA
Weight
in USMF
Overlap
BERKSHIRE HATHAWAY INC-CL B 0.4% 0.4% 0.4%
REPUBLIC SERVICES INC 0.4% 0.4% 0.4%
KIMBERLY-CLARK CORP 0.4% 0.4% 0.4%
T-MOBILE US, INC. 0.4% 1.1% 0.4%
COLGATE-PALMOLIVE CO 0.4% 0.4% 0.4%

Position Highlights (Non-Overlapping Exposures)
CFA Overweight Relative to USMF
COCA-COLA CO/THE 0.4%
AMPHENOL CORP-CL A 0.3%
PHILIP MORRIS INTERNATIONAL 0.3%
COSTCO WHOLESALE CORP 0.3%
VISA INC. CLASS A 0.3%
KINDER MORGAN INC 0.3%
WILLIAMS COS INC 0.3%
OTIS WORLDWIDE CORPORATION 0.3%
VISTRA ENERGY CORP. 0.3%
DUKE ENERGY CORP 0.3%
CFA Underweight Relative to USMF
SYNNEX CORP -1.4%
VERISIGN INC -1.3%
INTL BUSINESS MACHINES CORP -1.2%
INSIGHT ENTERPRISES INC -1.2%
VONTIER CORP -1.1%
MOTOROLA SOLUTIONS -1.1%
ROPER TECHNOLOGIES, INC. -1.1%
CISCO SYSTEMS INC -1.1%
F5 NETWORKS INC -1.1%
COGNIZANT TECH SOLUTIONS-A -1.1%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY