Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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49

Number of overlapping holdings

53.3%

% of LVOL's 94 holdings also in OUSA

49.5%

% of OUSA's 100 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
APPLE INC 7.2% 4.7% 4.7%
MICROSOFT CORP 7.0% 4.6% 4.6%
VISA INC. CLASS A 3.3% 5.2% 3.3%
JOHNSON & JOHNSON 3.0% 4.7% 3.0%
MASTERCARD INCORPORATED CLASS A 3.0% 4.2% 3.0%

Position Highlights (Non-Overlapping Exposures)
LVOL Overweight Relative to OUSA
AMAZON.COM INC 3.5%
APPLE INC 2.5%
MICROSOFT CORP 2.4%
LINDE PLC 2.4%
MEDTRONIC PLC 1.7%
BERKSHIRE HATHAWAY INC-CL B 1.6%
FISERV, INC. 1.4%
S&P GLOBAL, INC. 1.4%
AMDOCS LTD 1.4%
ECOLAB INC 1.2%
LVOL Underweight Relative to OUSA
MCDONALD'S CORP -3.9%
MERCK & CO. INC. -3.5%
COMCAST CORP-CL A -3.1%
HOME DEPOT INC -2.5%
ALPHABET INC. CLASS A -2.0%
TEXAS INSTRUMENTS INC -1.9%
VISA INC. CLASS A -1.9%
JOHNSON & JOHNSON -1.7%
TJX COMPANIES INC -1.6%
UNITEDHEALTH GROUP INC -1.5%
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