Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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85

Number of overlapping holdings

17.2%

% of CFA's 504 holdings also in SZNE

86.7%

% of SZNE's 98 holdings also in CFA

Overlap by Weight
Sector Drift (CFA minus SZNE)
Overlapping Holdings

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Company Weight
in CFA
Weight
in SZNE
Overlap
COCA-COLA CO/THE 0.4% 1.3% 0.4%
PHILIP MORRIS INTERNATIONAL 0.4% 1.5% 0.4%
BOSTON SCIENTIFIC CORP 0.4% 0.9% 0.4%
CHURCH & DWIGHT CO INC 0.3% 1.1% 0.3%
PROCTER & GAMBLE CO/THE 0.3% 1.2% 0.3%

Position Highlights (Non-Overlapping Exposures)
CFA Overweight Relative to SZNE
T-MOBILE US, INC. 0.5%
VISA INC. CLASS A 0.4%
REPUBLIC SERVICES INC 0.4%
BERKSHIRE HATHAWAY INC-CL B 0.4%
AUTOMATIC DATA PROCESSING 0.4%
YUM! BRANDS INC 0.4%
ATMOS ENERGY CORP 0.4%
FISERV, INC. 0.4%
KINDER MORGAN INC 0.4%
ENTERGY CORP 0.4%
CFA Underweight Relative to SZNE
DOLLAR TREE INC -1.8%
DOLLAR GENERAL CORP -1.5%
KELLOGG CO -1.3%
WALGREENS BOOTS ALLIANCE INC -1.3%
LAMB WESTON HOLDINGS, INC. -1.3%
ARCHER-DANIELS-MIDLAND CO -1.2%
BUNGE GLOBAL SA -1.2%
MONSTER BEVERAGE CORPORATION -1.2%
TYSON FOODS INC-CL A -1.2%
KENVUE, INC. -1.2%
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