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   

6

Number of overlapping holdings

10.0%

% of UBCB's 60 holdings also in PLAT

11.5%

% of PLAT's 52 holdings also in UBCB

Overlap by Weight
Sector Drift (UBCB minus PLAT)
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 UBCB
Weight
in PLAT
Overlap
APPLE INC 17.8% 10.9% 10.9%
MICROSOFT CORP 14.4% 10.4% 10.4%
ALPHABET INC. CLASS A 8.9% 9.0% 8.9%
AMAZON.COM INC 7.3% 6.6% 6.6%
META PLATFORMS INC 3.0% 5.0% 3.0%

Position Highlights (Non-Overlapping Exposures)
UBCB Overweight Relative to PLAT
APPLE INC 6.9%
TESLA MOTORS INC 4.8%
NVIDIA CORP 4.1%
MICROSOFT CORP 4.0%
BROADCOM INC. 2.0%
PEPSICO INC 2.0%
COSTCO WHOLESALE CORP 1.7%
NVR INC 1.1%
VALERO ENERGY CORP 1.1%
EATON CORP PLC 1.1%
UBCB Underweight Relative to PLAT
VISA INC-CLASS A SHARES -4.3%
MASTERCARD INC-CLASS A -3.2%
SALESFORCE.COM INC -2.3%
META PLATFORMS INC -2.0%
ALIBABA GROUP HOLDING LTD. SPONSORED -1.7%
UBER TECHNOLOGIES, INC. -1.7%
PINTEREST, INC. CLASS A -1.7%
ACV AUCTIONS, INC. CLASS A -1.7%
MARKETAXESS HOLDINGS INC -1.7%
MERCADOLIBRE INC -1.6%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY