Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
46.2%
% of USMC's 27 holdings also in EDOW
40.0%
% of EDOW's 31 holdings also in USMC
Overlap by Weight
Sector Drift (USMC minus EDOW)
Overlapping Holdings
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| Company | Weight in USMC |
Weight in EDOW |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 4.2% | 3.6% | 3.6% |
|
PROCTER & GAMBLE CO/THE | 3.9% | 3.6% | 3.6% |
|
VISA INC. CLASS A | 4.7% | 3.5% | 3.5% |
|
MICROSOFT CORP | 6.1% | 3.4% | 3.4% |
|
WAL-MART STORES INC | 3.4% | 3.9% | 3.4% |
Position Highlights (Non-Overlapping Exposures)
USMC Overweight Relative to EDOW
|
BERKSHIRE HATHAWAY INC-CL B | 5.0% |
|
MASTERCARD INCORPORATED CLASS A | 4.6% |
|
APPLE INC | 4.3% |
|
NETFLIX INC | 4.2% |
|
META PLATFORMS INC | 4.2% |
|
ALPHABET INC. CLASS A | 3.9% |
|
EXXON MOBIL CORP | 3.7% |
|
ORACLE CORP | 3.3% |
|
WELLS FARGO & CO | 3.3% |
|
ABBVIE INC | 3.0% |
USMC Underweight Relative to EDOW
|
COCA-COLA CO/THE | -3.7% |
|
MCDONALD'S CORP | -3.7% |
|
VERIZON COMMUNICATIONS INC | -3.6% |
|
BOEING CO | -3.6% |
|
TRAVELERS COS INC/THE | -3.6% |
|
AMERICAN EXPRESS CO | -3.4% |
|
INTL BUSINESS MACHINES CORP | -3.4% |
|
SHERWIN-WILLIAMS CO/THE | -3.4% |
|
HONEYWELL INTERNATIONAL INC | -3.4% |
|
GOLDMAN SACHS GROUP INC | -3.4% |