Fund Overlap

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


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155

Number of overlapping holdings

57.2%

% of USCL's 276 holdings also in ESG

60.1%

% of ESG's 265 holdings also in USCL

Overlap by Weight
Sector Drift (USCL minus ESG)
Overlapping Holdings

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Company Weight
in USCL
Weight
in ESG
Overlap
MICROSOFT CORP 6.3% 4.5% 4.5%
AMAZON.COM INC 4.8% 4.5% 4.5%
META PLATFORMS INC 4.3% 5.1% 4.3%
TESLA MOTORS INC 2.7% 2.4% 2.4%
JPMORGAN CHASE & CO 2.1% 3.4% 2.1%

Position Highlights (Non-Overlapping Exposures)
USCL Overweight Relative to ESG
NVIDIA CORP 6.4%
ALPHABET INC. CLASS A 2.7%
ALPHABET INC. CLASS C 2.3%
MICROSOFT CORP 1.8%
NETFLIX INC 1.5%
PALANTIR TECHNOLOGIES INC. CLASS A 1.1%
ABBVIE INC 1.0%
ORACLE CORP 0.9%
WELLS FARGO & CO 0.7%
AT&T INC 0.6%
USCL Underweight Relative to ESG
APPLE INC -4.9%
BERKSHIRE HATHAWAY INC-CL B -3.3%
BROADCOM INC. -2.3%
JPMORGAN CHASE & CO -1.3%
COSTCO WHOLESALE CORP -1.1%
EXXON MOBIL CORP -1.0%
PROCTER & GAMBLE CO/THE -1.0%
JOHNSON & JOHNSON -0.9%
WAL-MART STORES INC -0.8%
META PLATFORMS INC -0.8%
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