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
OVERLAP
35%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
USMC
27
HOLDINGS
42%
ALSO IN SWP
SWP
44
HOLDINGS
25%
ALSO IN USMC
SECTOR DRIFT (USMC minus SWP)
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 SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 7.7% | 6.6% | 6.6% |
|
APPLE INC | 7.6% | 4.3% | 4.3% |
|
BROADCOM INC. | 3.9% | 4.9% | 3.9% |
|
ALPHABET INC. CLASS A | 5.2% | 3.9% | 3.9% |
|
ORACLE CORP | 4.9% | 3.6% | 3.6% |
USMC Overweight Relative to SWP
|
NVIDIA CORP | 8.6% |
|
NETFLIX INC | 5.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 5.0% |
|
META PLATFORMS INC | 5.0% |
|
MASTERCARD INCORPORATED CLASS A | 4.9% |
|
AMAZON.COM INC | 4.5% |
|
EXXON MOBIL CORP | 3.7% |
|
WAL-MART STORES INC | 3.7% |
|
WELLS FARGO & CO | 3.6% |
|
TESLA MOTORS INC | 3.6% |
USMC Underweight Relative to SWP
|
PHILIP MORRIS INTERNATIONAL | -2.5% |
|
BLACKSTONE GROUP LP/THE | -2.5% |
|
BAKER HUGHES COMPANY CLASS A | -2.4% |
|
BLACKROCK INC | -2.3% |
|
CITIGROUP INC | -2.3% |
|
JEFFERIES FINANCIAL GROUP INC. | -2.2% |
|
DICK'S SPORTING GOODS INC | -2.2% |
 |
ASTRAZENECA PLC-SPONS ADR | -2.2% |
 |
MEDTRONIC PLC | -2.2% |
|
APPLIED INDUSTRIAL TECH INC | -2.1% |