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
18
Number of overlapping holdings
42.9%
% of USMC's 44 holdings also in SDEP
72.0%
% 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% | 4.1% | 4.1% |
|
NVIDIA CORP | 8.1% | 4.0% | 4.0% |
|
BROADCOM INC. | 4.6% | 4.0% | 4.0% |
|
MICROSOFT CORP | 7.2% | 3.9% | 3.9% |
|
COSTCO WHOLESALE CORP | 4.1% | 3.9% | 3.9% |
Position Highlights (Non-Overlapping Exposures)
USMC Overweight Relative to SDEP
|
NVIDIA CORP | 4.1% |
|
ALPHABET INC. CLASS A | 4.1% |
|
META PLATFORMS INC | 4.0% |
|
MICROSOFT CORP | 3.2% |
|
AMAZON.COM INC | 2.9% |
|
APPLE INC | 2.7% |
 |
ACCENTURE PLC-CL A | 2.5% |
|
DANAHER CORP | 2.4% |
|
JPMORGAN CHASE & CO | 2.3% |
|
EXXON MOBIL CORP | 2.3% |
USMC Underweight Relative to SDEP
|
ALPHABET INC. CLASS C | -5.2% |
|
TJX COMPANIES INC | -4.1% |
|
AUTOMATIC DATA PROCESSING | -3.9% |
|
QUALCOMM INC | -3.9% |
|
LOCKHEED MARTIN CORP | -3.9% |
|
CONOCOPHILLIPS | -3.9% |
|
NETFLIX INC | -3.8% |
|
PEPSICO INC | -3.2% |
|
JOHNSON & JOHNSON | -2.5% |
|
COMCAST CORP-CL A | -2.5% |