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   

24

Number of overlapping holdings

24.0%

% of OUSA's 101 holdings also in PZLD

77.4%

% of PZLD's 29 holdings also in OUSA

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

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Company Weight
in OUSA
Weight
in PZLD
Overlap
JPMORGAN CHASE & CO 4.1% 17.4% 4.1%
COMCAST CORP-CL A 4.0% 4.7% 4.0%
UNITEDHEALTH GROUP INC 2.6% 3.3% 2.6%
HOME DEPOT INC 3.5% 2.2% 2.2%
JOHNSON & JOHNSON 2.1% 3.3% 2.1%

Position Highlights (Non-Overlapping Exposures)
OUSA Overweight Relative to PZLD
MICROSOFT CORP 5.6%
APPLE INC 4.6%
VERIZON COMMUNICATIONS INC 4.3%
VISA INC. CLASS A 4.1%
ELI LILLY & CO 3.5%
MASTERCARD INCORPORATED CLASS A 3.4%
BROADCOM INC. 1.9%
MERCK & CO. INC. 1.7%
COSTCO WHOLESALE CORP 1.4%
HOME DEPOT INC 1.3%
OUSA Underweight Relative to PZLD
JPMORGAN CHASE & CO -13.3%
T ROWE PRICE GROUP INC -4.8%
REALTY INCOME CORP -4.5%
EXXON MOBIL CORP -3.3%
CHEVRON CORP -3.3%
3M CO -2.8%
MEDTRONIC PLC -2.7%
BRISTOL-MYERS SQUIBB CO -2.7%
SOUTHERN CO -2.6%
ABBOTT LABORATORIES -2.2%
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