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
84
Number of overlapping holdings
23.9%
% of USNZ's 357 holdings also in CHGX
85.7%
% of CHGX's 98 holdings also in USNZ
Overlap by Weight
Sector Drift (USNZ minus CHGX)
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 USNZ |
Weight in CHGX |
Overlap | |
|---|---|---|---|---|
 |
ELI LILLY & CO | 1.7% | 1.2% | 1.2% |
|
BROADCOM INC. | 1.6% | 1.2% | 1.2% |
|
APPLE INC | 7.9% | 1.1% | 1.1% |
|
VISA INC. CLASS A | 1.1% | 1.2% | 1.1% |
|
UNITEDHEALTH GROUP INC | 1.1% | 1.3% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
USNZ Overweight Relative to CHGX
|
APPLE INC | 6.8% |
|
MICROSOFT CORP | 5.6% |
|
NVIDIA CORP | 5.3% |
|
META PLATFORMS INC | 2.6% |
|
ALPHABET INC. CLASS A | 1.9% |
|
ALPHABET INC. CLASS C | 1.6% |
|
JPMORGAN CHASE & CO | 1.3% |
|
JOHNSON & JOHNSON | 1.0% |
|
HOME DEPOT INC | 0.9% |
|
COCA-COLA CO/THE | 0.6% |
USNZ Underweight Relative to CHGX
|
S&P GLOBAL, INC. | -1.6% |
|
SERVICEMASTER GLOBAL HOLDINGS INC | -1.2% |
|
INTL BUSINESS MACHINES CORP | -1.2% |
|
H&R BLOCK INC | -1.2% |
|
BRISTOL-MYERS SQUIBB CO | -1.1% |
|
CIGNA CORPORATION | -1.1% |
|
HP INC. | -1.1% |
|
CUMMINS INC | -1.1% |
|
RALPH LAUREN CORP | -1.1% |
|
ROLLINS INC | -1.1% |