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   

53

Number of overlapping holdings

29.4%

% of USMV's 182 holdings also in INCE

63.9%

% of INCE's 85 holdings also in USMV

Overlap by Weight
Sector Drift (USMV minus INCE)
Overlapping Holdings

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Company Weight
in USMV
Weight
in INCE
Overlap
MICROSOFT CORP 1.5% 1.8% 1.5%
INTL BUSINESS MACHINES CORP 1.4% 1.6% 1.4%
CISCO SYSTEMS INC 1.5% 1.4% 1.4%
PROGRESSIVE CORP 1.5% 1.4% 1.4%
VERIZON COMMUNICATIONS INC 1.4% 1.4% 1.4%

Position Highlights (Non-Overlapping Exposures)
USMV Overweight Relative to INCE
WAL-MART STORES INC 1.6%
BERKSHIRE HATHAWAY INC-CL B 1.5%
WASTE CONNECTIONS, INC. 1.5%
T-MOBILE US, INC. 1.5%
MOTOROLA SOLUTIONS 1.5%
CHUBB LIMITED 1.5%
WASTE MANAGEMENT INC 1.4%
MCKESSON CORP 1.3%
MARSH & MCLENNAN COS 1.1%
CONSOLIDATED EDISON INC 1.1%
USMV Underweight Relative to INCE
VONTIER CORP -1.7%
ANSYS INC -1.7%
ALPHABET INC. CLASS A -1.7%
ANALOG DEVICES INC -1.6%
TRACTOR SUPPLY COMPANY -1.5%
SYNOPSYS INC -1.4%
INTUIT INC -1.4%
ORACLE CORP -1.4%
NEW YORK TIMES CO -CL A -1.4%
KEYSIGHT TECHNOLOGIES INC -1.3%
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