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
OVERLAP
28%
OVERLAP
BY WEIGHT
45
# OF OVERLAPPING
HOLDINGS
SELV
77
HOLDINGS
59%
ALSO IN AUSF
AUSF
189
HOLDINGS
24%
ALSO IN SELV
SECTOR DRIFT (SELV minus AUSF)
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 SELV |
Weight in AUSF |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 2.8% | 2.0% | 2.0% |
|
VERIZON COMMUNICATIONS INC | 2.2% | 2.0% | 2.0% |
|
AT&T INC | 2.3% | 1.9% | 1.9% |
|
VERISIGN INC | 1.9% | 1.7% | 1.7% |
|
CISCO SYSTEMS INC | 2.6% | 1.6% | 1.6% |
SELV Overweight Relative to AUSF
|
GILEAD SCIENCES INC | 2.9% |
|
MERCK & CO. INC. | 2.8% |
|
CARDINAL HEALTH INC | 2.7% |
|
MCKESSON CORP | 2.5% |
|
ALPHABET INC. CLASS C | 2.4% |
|
VISA INC. CLASS A | 2.3% |
|
MASTERCARD INCORPORATED CLASS A | 2.2% |
|
EXPEDITORS INTL WASH INC | 2.2% |
|
ROPER TECHNOLOGIES, INC. | 2.2% |
|
CHEVRON CORP | 2.1% |
SELV Underweight Relative to AUSF
|
BERKSHIRE HATHAWAY INC-CL B | -1.6% |
|
PNM RESOURCES INC | -1.6% |
|
CME GROUP INC | -1.6% |
 |
LINDE PLC | -1.5% |
|
RTX CORP | -1.5% |
|
AFLAC INC | -1.4% |
|
AUTOMATIC DATA PROCESSING | -1.4% |
|
ROYALTY PHARMA PLC CLASS A | -1.4% |
|
GENERAL DYNAMICS CORP | -1.4% |
|
AGREE REALTY CORP | -1.3% |