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
192
Number of overlapping holdings
38.6%
% of CFA's 503 holdings also in SZNE
86.1%
% of SZNE's 224 holdings also in CFA
Overlap by Weight
Sector Drift (CFA minus SZNE)
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 CFA |
Weight in SZNE |
Overlap | |
|---|---|---|---|---|
 |
MCDONALD'S CORP | 0.4% | 0.4% | 0.4% |
|
GENERAL DYNAMICS CORP | 0.3% | 0.3% | 0.3% |
|
INTL BUSINESS MACHINES CORP | 0.3% | 0.4% | 0.3% |
|
REPUBLIC SERVICES INC | 0.4% | 0.3% | 0.3% |
|
WASTE MANAGEMENT INC | 0.4% | 0.3% | 0.3% |
Position Highlights (Non-Overlapping Exposures)
CFA Overweight Relative to SZNE
|
COCA-COLA CO/THE | 0.4% |
|
AMERISOURCEBERGEN CORP | 0.4% |
|
WAL-MART STORES INC | 0.4% |
|
DELL TECHNOLOGIES INC CLASS C | 0.4% |
|
COLGATE-PALMOLIVE CO | 0.3% |
|
VISA INC. CLASS A | 0.3% |
|
BERKSHIRE HATHAWAY INC-CL B | 0.3% |
|
COSTCO WHOLESALE CORP | 0.3% |
|
PROCTER & GAMBLE CO/THE | 0.3% |
|
CBOE HOLDINGS INC | 0.3% |
CFA Underweight Relative to SZNE
|
NEWMONT MINING CORP | -1.0% |
|
FREEPORT-MCMORAN COPPER | -0.9% |
|
INTL FLAVORS & FRAGRANCES | -0.9% |
|
WESTROCK CO. | -0.9% |
 |
LINDE PLC | -0.8% |
|
AMCOR PLC | -0.8% |
|
ALBEMARLE CORP | -0.8% |
|
EASTMAN CHEMICAL COMPANY | -0.8% |
|
STEEL DYNAMICS INC | -0.8% |
|
NUCOR CORP | -0.7% |