Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
50.0%
% of USMC's 27 holdings also in LVOL
14.1%
% of LVOL's 94 holdings also in USMC
Overlap by Weight
Sector Drift (USMC minus LVOL)
Overlapping Holdings
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| Company | Weight in USMC |
Weight in LVOL |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 7.5% | 7.2% | 7.2% |
|
MICROSOFT CORP | 6.1% | 7.0% | 6.1% |
|
AMAZON.COM INC | 3.9% | 3.5% | 3.5% |
|
VISA INC. CLASS A | 4.7% | 3.3% | 3.3% |
|
MASTERCARD INCORPORATED CLASS A | 4.6% | 3.0% | 3.0% |
Position Highlights (Non-Overlapping Exposures)
USMC Overweight Relative to LVOL
|
NVIDIA CORP | 5.8% |
|
NETFLIX INC | 4.2% |
|
JPMORGAN CHASE & CO | 4.2% |
|
META PLATFORMS INC | 4.2% |
|
EXXON MOBIL CORP | 3.7% |
|
UNITEDHEALTH GROUP INC | 3.5% |
|
BERKSHIRE HATHAWAY INC-CL B | 3.4% |
|
ORACLE CORP | 3.3% |
|
WELLS FARGO & CO | 3.3% |
|
SALESFORCE.COM INC | 3.2% |
USMC Underweight Relative to LVOL
|
CISCO SYSTEMS INC | -2.7% |
 |
LINDE PLC | -2.4% |
 |
ACCENTURE PLC-CL A | -2.3% |
|
MARSH & MCLENNAN COS | -2.0% |
|
AUTOMATIC DATA PROCESSING | -2.0% |
|
MEDTRONIC PLC | -2.0% |
|
S&P GLOBAL, INC. | -1.9% |
|
T-MOBILE US, INC. | -1.8% |
|
CINTAS CORP | -1.7% |
|
COGNIZANT TECH SOLUTIONS-A | -1.5% |