Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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7
Number of overlapping holdings
16.7%
% of USMC's 43 holdings also in HART
9.6%
% of HART's 83 holdings also in USMC
Overlap by Weight
Sector Drift (USMC minus HART)
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 USMC |
Weight in HART |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 6.1% | 4.4% | 4.4% |
|
ALPHABET INC. CLASS A | 3.3% | 4.7% | 3.3% |
|
UNITEDHEALTH GROUP INC | 2.6% | 4.2% | 2.6% |
|
ELI LILLY & CO | 1.9% | 6.1% | 1.9% |
|
ABBOTT LABORATORIES | 1.8% | 5.4% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
USMC Overweight Relative to HART
|
MICROSOFT CORP | 7.0% |
|
NVIDIA CORP | 5.3% |
|
META PLATFORMS INC | 4.1% |
|
BROADCOM INC. | 3.8% |
|
ADOBE SYSTEMS INC | 3.8% |
|
COSTCO WHOLESALE CORP | 3.7% |
 |
ACCENTURE PLC-CL A | 3.5% |
|
MASTERCARD INCORPORATED CLASS A | 3.2% |
|
VISA INC. CLASS A | 3.1% |
|
AMAZON.COM INC | 2.9% |
USMC Underweight Relative to HART
 |
NOVO NORDISK A/S-B | -5.5% |
 |
NOVARTIS AG | -4.9% |
 |
ASTRAZENECA PLC | -4.6% |
|
NIKE INC -CL B | -4.4% |
|
ELI LILLY & CO | -4.2% |
|
ABBOTT LABORATORIES | -3.6% |
|
JOHNSON & JOHNSON | -3.2% |
|
ELEVANCE HEALTH INC | -2.9% |
|
MEDTRONIC PLC | -2.8% |
 |
SANOFI-AVENTIS | -2.7% |