Fund Overlap

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


For overlap across multiple ETFs use Portfolio Builder   

13

Number of overlapping holdings

50.0%

% of USMC's 27 holdings also in QUAL

10.6%

% of QUAL's 123 holdings also in USMC

Overlap by Weight
Sector Drift (USMC minus QUAL)
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 QUAL
Overlap
MICROSOFT CORP 6.1% 6.6% 6.1%
APPLE INC 7.5% 5.9% 5.9%
NVIDIA CORP 5.8% 5.0% 5.0%
VISA INC. CLASS A 4.7% 5.5% 4.7%
MASTERCARD INCORPORATED CLASS A 4.6% 4.8% 4.6%

Position Highlights (Non-Overlapping Exposures)
USMC Overweight Relative to QUAL
BERKSHIRE HATHAWAY INC-CL B 5.0%
JPMORGAN CHASE & CO 4.2%
SALESFORCE.COM INC 4.1%
AMAZON.COM INC 3.9%
EXXON MOBIL CORP 3.7%
WAL-MART STORES INC 3.4%
ORACLE CORP 3.3%
WELLS FARGO & CO 3.3%
ABBVIE INC 3.0%
TESLA MOTORS INC 2.7%
USMC Underweight Relative to QUAL
TJX COMPANIES INC -2.5%
AUTOMATIC DATA PROCESSING -1.8%
ACCENTURE PLC-CL A -1.6%
ADOBE SYSTEMS INC -1.6%
ALPHABET INC. CLASS C -1.6%
NIKE INC -CL B -1.4%
CONOCOPHILLIPS -1.4%
CHIPOTLE MEXICAN GRILL-CL A -1.3%
COCA-COLA CO/THE -1.2%
APPLIED MATERIALS INC -1.2%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY