Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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20
Number of overlapping holdings
48.8%
% of USMC's 42 holdings also in SDEP
80.0%
% 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 | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.5% | 4.0% | 4.0% |
|
APPLE INC | 6.9% | 4.0% | 4.0% |
|
MASTERCARD INCORPORATED CLASS A | 3.3% | 4.0% | 3.3% |
|
VISA INC. CLASS A | 3.0% | 4.0% | 3.0% |
|
UNITEDHEALTH GROUP INC | 3.0% | 4.0% | 3.0% |
Position Highlights (Non-Overlapping Exposures)
USMC Overweight Relative to SDEP
|
ADOBE SYSTEMS INC | 4.1% |
|
ALPHABET INC. CLASS A | 3.9% |
|
TESLA MOTORS INC | 3.4% |
 |
ACCENTURE PLC-CL A | 3.3% |
|
NVIDIA CORP | 3.3% |
|
COSTCO WHOLESALE CORP | 3.3% |
|
DANAHER CORP | 3.0% |
|
APPLE INC | 2.9% |
|
AMAZON.COM INC | 2.7% |
|
MICROSOFT CORP | 2.5% |
USMC Underweight Relative to SDEP
|
UNITED PARCEL SERVICE-CL B | -4.0% |
|
AUTOMATIC DATA PROCESSING | -4.0% |
|
AMGEN INC | -4.0% |
|
ALPHABET INC. CLASS C | -4.0% |
|
MARSH & MCLENNAN COS | -4.0% |
|
MCDONALD'S CORP | -2.9% |
|
PEPSICO INC | -2.9% |
|
ELI LILLY & CO | -2.3% |
|
COCA-COLA CO/THE | -2.2% |
|
ABBOTT LABORATORIES | -2.1% |