Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
52%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
USMC
27
HOLDINGS
54%
ALSO IN LCF
LCF
48
HOLDINGS
30%
ALSO IN USMC
SECTOR DRIFT (USMC minus LCF)
OVERLAPPING HOLDINGS
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| Company | Weight in USMC |
Weight in LCF |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 7.7% | 10.1% | 7.7% |
|
APPLE INC | 7.6% | 7.8% | 7.6% |
|
NVIDIA CORP | 8.6% | 5.7% | 5.7% |
|
META PLATFORMS INC | 5.0% | 8.1% | 5.0% |
|
AMAZON.COM INC | 4.5% | 6.1% | 4.5% |
USMC Overweight Relative to LCF
|
ALPHABET INC. CLASS A | 5.2% |
|
JPMORGAN CHASE & CO | 5.1% |
|
MASTERCARD INCORPORATED CLASS A | 4.9% |
|
NETFLIX INC | 4.5% |
|
BROADCOM INC. | 3.9% |
|
WAL-MART STORES INC | 3.7% |
|
WELLS FARGO & CO | 3.6% |
|
TESLA MOTORS INC | 3.6% |
|
PROCTER & GAMBLE CO/THE | 3.5% |
|
ABBVIE INC | 2.9% |
USMC Underweight Relative to LCF
|
ALPHABET INC. CLASS C | -7.6% |
|
GOLDMAN SACHS GROUP INC | -3.2% |
|
META PLATFORMS INC | -3.1% |
|
HCA HOLDINGS INC | -2.8% |
|
PHILIP MORRIS INTERNATIONAL | -2.6% |
|
MICROSOFT CORP | -2.4% |
|
SCHWAB (CHARLES) CORP | -2.2% |
 |
MEDTRONIC PLC | -2.1% |
|
BOEING CO | -2.0% |
|
MARKEL CORP | -1.9% |