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
194
Number of overlapping holdings
39.2%
% of CFA's 504 holdings also in SZNE
87.4%
% 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 | |
|---|---|---|---|---|
 |
YUM! BRANDS INC | 0.4% | 0.5% | 0.4% |
|
REPUBLIC SERVICES INC | 0.4% | 0.4% | 0.4% |
|
VERISIGN INC | 0.4% | 0.4% | 0.4% |
|
AUTOMATIC DATA PROCESSING | 0.4% | 0.3% | 0.3% |
|
CISCO SYSTEMS INC | 0.3% | 0.4% | 0.3% |
Position Highlights (Non-Overlapping Exposures)
CFA Overweight Relative to SZNE
|
T-MOBILE US, INC. | 0.5% |
|
VISA INC. CLASS A | 0.4% |
|
COCA-COLA CO/THE | 0.4% |
|
BERKSHIRE HATHAWAY INC-CL B | 0.4% |
|
ATMOS ENERGY CORP | 0.4% |
|
PHILIP MORRIS INTERNATIONAL | 0.4% |
|
ENTERGY CORP | 0.4% |
|
KINDER MORGAN INC | 0.4% |
|
FISERV, INC. | 0.4% |
|
BANK OF NEW YORK MELLON CORP | 0.4% |
CFA Underweight Relative to SZNE
|
NEWMONT MINING CORP | -1.2% |
|
MOSAIC CO/THE | -1.1% |
|
AMCOR PLC | -0.9% |
 |
SMURFIT WESTROCK PLC | -0.9% |
|
BALL CORP | -0.9% |
|
INTL FLAVORS & FRAGRANCES | -0.9% |
|
MARTIN MARIETTA MATERIALS | -0.8% |
|
VULCAN MATERIALS CO | -0.8% |
|
CORTEVA INC | -0.8% |
|
CF INDUSTRIES HOLDINGS INC | -0.8% |