Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
30%
OVERLAP
BY WEIGHT
48
# OF OVERLAPPING
HOLDINGS
USMV
169
HOLDINGS
29%
ALSO IN CHGX
CHGX
100
HOLDINGS
48%
ALSO IN USMV
SECTOR DRIFT (USMV minus CHGX)
OVERLAPPING HOLDINGS
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| Company | Weight in USMV |
Weight in CHGX |
Overlap | |
|---|---|---|---|---|
 |
MERCK & CO. INC. | 1.4% | 1.1% | 1.1% |
|
MASTERCARD INCORPORATED CLASS A | 1.2% | 1.1% | 1.1% |
|
WASTE MANAGEMENT INC | 1.5% | 1.1% | 1.1% |
|
NVIDIA CORP | 1.4% | 1.0% | 1.0% |
|
REPUBLIC SERVICES INC | 1.3% | 1.0% | 1.0% |
USMV Overweight Relative to CHGX
|
WELLTOWER, INC. | 1.7% |
|
CHUBB LIMITED | 1.6% |
|
JOHNSON & JOHNSON | 1.6% |
|
DUKE ENERGY CORP | 1.5% |
|
AMPHENOL CORP-CL A | 1.5% |
|
SOUTHERN CO | 1.5% |
|
VERTEX PHARMACEUTICALS INC | 1.5% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.5% |
|
MOTOROLA SOLUTIONS | 1.4% |
|
MICROSOFT CORP | 1.4% |
USMV Underweight Relative to CHGX
|
DELL TECHNOLOGIES INC CLASS C | -1.2% |
|
THERMO FISHER SCIENTIFIC INC | -1.2% |
|
SANCHEZ ENERGY CORP | -1.2% |
|
SCHWAB (CHARLES) CORP | -1.2% |
|
LPL FINANCIAL HOLDINGS INC | -1.2% |
|
BEST BUY CO INC | -1.1% |
|
WR BERKLEY CORP | -1.1% |
|
MASCO CORP | -1.1% |
|
DIGITAL REALTY TRUST INC | -1.1% |
|
VERISK ANALYTICS INC-CLASS A | -1.1% |