Fund Overlap

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


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19

Number of overlapping holdings

46.3%

% of USMC's 42 holdings also in SDEP

76.0%

% of SDEP's 25 holdings also in USMC

Overlap by Weight
Sector Drift (USMC minus SDEP)
Overlapping Holdings

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Company Weight
in USMC
Weight
in SDEP
Overlap
APPLE INC 6.9% 4.2% 4.2%
META PLATFORMS INC 4.5% 4.1% 4.1%
MICROSOFT CORP 6.2% 4.1% 4.1%
MASTERCARD INC-CLASS A 3.5% 4.0% 3.5%
VISA INC-CLASS A SHARES 3.4% 4.0% 3.4%

Position Highlights (Non-Overlapping Exposures)
USMC Overweight Relative to SDEP
NVIDIA CORP 6.2%
ABBVIE INC 3.2%
ALPHABET INC. CLASS A 3.0%
DANAHER CORP 3.0%
ACCENTURE PLC-CL A 2.8%
APPLE INC 2.7%
PFIZER INC 2.7%
UNITEDHEALTH GROUP INC 2.7%
LINDE PLC 2.4%
THERMO FISHER SCIENTIFIC INC 2.3%
USMC Underweight Relative to SDEP
QUALCOMM INC -4.2%
S&P GLOBAL, INC. -4.1%
TARGET CORP -4.1%
UNITED PARCEL SERVICE-CL B -4.0%
LOCKHEED MARTIN CORP -3.8%
PHILIP MORRIS INTERNATIONAL -3.7%
HOME DEPOT INC -2.9%
PEPSICO INC -2.9%
ELI LILLY & CO -2.9%
MCDONALD'S CORP -2.8%
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