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   

42

Number of overlapping holdings

58.3%

% of LVOL's 73 holdings also in OUSA

42.0%

% of OUSA's 101 holdings also in LVOL

Overlap by Weight
Sector Drift (LVOL minus OUSA)
Overlapping Holdings

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Company Weight
in LVOL
Weight
in OUSA
Overlap
MICROSOFT CORP 3.6% 5.0% 3.6%
MARSH & MCLENNAN COS 3.3% 4.3% 3.3%
MCDONALD'S CORP 3.0% 3.2% 3.0%
PROCTER & GAMBLE CO/THE 3.6% 3.0% 3.0%
JOHNSON & JOHNSON 2.9% 3.6% 2.9%

Position Highlights (Non-Overlapping Exposures)
LVOL Overweight Relative to OUSA
BERKSHIRE HATHAWAY INC-CL B 4.1%
LINDE PLC 3.1%
AMPHENOL CORP-CL A 2.7%
GENERAL DYNAMICS CORP 2.7%
COCA-COLA CO/THE 2.0%
ABBOTT LABORATORIES 1.9%
CHUBB LIMITED 1.8%
CINTAS CORP 1.7%
ALPHABET INC. CLASS A 1.7%
MASTERCARD INCORPORATED CLASS A 1.6%
LVOL Underweight Relative to OUSA
S&P GLOBAL, INC. -3.9%
HOME DEPOT INC -3.4%
TEXAS INSTRUMENTS INC -2.8%
MERCK & CO. INC. -2.8%
PFIZER INC -2.8%
T ROWE PRICE GROUP INC -2.7%
STARBUCKS CORP -2.3%
UNITED PARCEL SERVICE-CL B -1.8%
LOWE'S COS INC -1.8%
APPLE INC -1.4%
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