Fund Overlap

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


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22

Number of overlapping holdings

7.4%

% of DGRW's 298 holdings also in SDEP

88.0%

% of SDEP's 25 holdings also in DGRW

Overlap by Weight
Sector Drift (DGRW minus SDEP)
Overlapping Holdings

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Company Weight
in DGRW
Weight
in SDEP
Overlap
APPLE INC 5.6% 4.2% 4.2%
MICROSOFT CORP 8.0% 4.1% 4.1%
JOHNSON & JOHNSON 3.5% 3.9% 3.5%
PROCTER & GAMBLE CO/THE 3.0% 3.9% 3.0%
BROADCOM INC. 2.8% 4.0% 2.8%

Position Highlights (Non-Overlapping Exposures)
DGRW Overweight Relative to SDEP
MICROSOFT CORP 3.9%
WAL-MART STORES INC 2.0%
UNITEDHEALTH GROUP INC 1.9%
MORGAN STANLEY 1.7%
APPLE INC 1.4%
WELLS FARGO & CO 1.3%
ORACLE CORP 1.3%
ALTRIA GROUP INC 1.3%
AMGEN INC 1.2%
NVIDIA CORP 1.2%
DGRW Underweight Relative to SDEP
META PLATFORMS INC -4.1%
ABBOTT LABORATORIES -3.9%
EXXON MOBIL CORP -3.9%
S&P GLOBAL, INC. -3.7%
COSTCO WHOLESALE CORP -3.5%
TARGET CORP -3.4%
MASTERCARD INC-CLASS A -3.4%
VISA INC-CLASS A SHARES -3.0%
QUALCOMM INC -3.0%
ELI LILLY & CO -2.8%
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