Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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54
Number of overlapping holdings
17.2%
% of EFIV's 315 holdings also in NUSI
54.0%
% of NUSI's 101 holdings also in EFIV
Overlap by Weight
Sector Drift (EFIV minus NUSI)
Overlapping Holdings
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| Company | Weight in EFIV |
Weight in NUSI |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 9.6% | 8.6% | 8.6% |
|
APPLE INC | 7.8% | 7.4% | 7.4% |
|
NVIDIA CORP | 6.1% | 5.6% | 5.6% |
|
AMAZON.COM INC | 5.2% | 5.3% | 5.2% |
|
ALPHABET INC. CLASS A | 2.9% | 2.6% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
EFIV Overweight Relative to NUSI
|
ELI LILLY & CO | 1.9% |
|
JPMORGAN CHASE & CO | 1.7% |
|
UNITEDHEALTH GROUP INC | 1.5% |
|
VISA INC. CLASS A | 1.4% |
|
MASTERCARD INCORPORATED CLASS A | 1.2% |
|
PROCTER & GAMBLE CO/THE | 1.2% |
|
HOME DEPOT INC | 1.1% |
|
MERCK & CO. INC. | 1.0% |
|
ABBVIE INC | 1.0% |
|
MICROSOFT CORP | 1.0% |
EFIV Underweight Relative to NUSI
|
META PLATFORMS INC | -4.9% |
|
BROADCOM INC. | -4.2% |
|
COSTCO WHOLESALE CORP | -2.4% |
|
T-MOBILE US, INC. | -1.5% |
|
PEPSICO INC | -1.0% |
|
NETFLIX INC | -1.0% |
|
ADVANCED MICRO DEVICES | -1.0% |
|
INTUITIVE SURGICAL INC | -1.0% |
|
HONEYWELL INTERNATIONAL INC | -0.9% |
 |
LINDE PLC | -0.9% |