ETF comparison

USMV vs BALI overlap

Compare USMV ETF and BALI ETF by shared holdings, expense ratio, issuer, category, and tracked overlap.

Tracked overlap35.54%

74 shared holdings

USMV expense0.00%

Unknown

BALI expense0.00%

Unknown

Data date2026-05-01

2026-05-01

Shared top holdings

Overlap uses the smaller fund weight for each shared holding.

NVDANVIDIA CORP

1.73%overlap weight

MSFTMICROSOFT CORP

1.63%overlap weight

XOMEXXON MOBIL CORP

1.61%overlap weight

JNJJOHNSON & JOHNSON

1.43%overlap weight

TJXTJX INC

1.15%overlap weight

PGPROCTER & GAMBLE

1.11%overlap weight

Interpretation

Should you own both USMV and BALI?

USMV and BALI share 74 tracked holdings with 35.54% overlap in the imported holdings set. High overlap can be fine when the funds serve a deliberate role, but it can also mean less diversification than the ticker count suggests.

Use the portfolio analyzer to test your actual allocations. Pairwise overlap does not account for how much of each ETF you own.