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
25
Number of overlapping holdings
24.8%
% of OEF's 101 holdings also in SFYF
50.0%
% of SFYF's 50 holdings also in OEF
Overlap by Weight
Sector Drift (OEF minus SFYF)
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 OEF |
Weight in SFYF |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 10.8% | 9.9% | 9.9% |
|
MICROSOFT CORP | 10.8% | 4.9% | 4.9% |
|
AMAZON.COM INC | 5.1% | 4.8% | 4.8% |
|
NVIDIA CORP | 4.6% | 5.0% | 4.6% |
|
ALPHABET INC. CLASS A | 3.1% | 4.9% | 3.1% |
Position Highlights (Non-Overlapping Exposures)
OEF Overweight Relative to SFYF
|
MICROSOFT CORP | 5.9% |
|
ALPHABET INC. CLASS C | 2.7% |
|
UNITEDHEALTH GROUP INC | 1.9% |
|
ELI LILLY & CO | 1.8% |
|
JPMORGAN CHASE & CO | 1.7% |
|
VISA INC. CLASS A | 1.6% |
|
BROADCOM INC. | 1.5% |
|
PROCTER & GAMBLE CO/THE | 1.4% |
|
MASTERCARD INCORPORATED CLASS A | 1.3% |
|
HOME DEPOT INC | 1.2% |
OEF Underweight Relative to SFYF
|
TESLA MOTORS INC | -7.8% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -4.7% |
|
RIVIAN AUTOMOTIVE, INC. CLASS A | -4.3% |
|
WALT DISNEY CO/THE | -3.1% |
|
COINBASE GLOBAL, INC. CLASS A | -2.1% |
|
ADVANCED MICRO DEVICES | -2.1% |
|
SHOPIFY, INC. CLASS A | -2.1% |
 |
NU HOLDINGS LTD. CLASS A | -2.0% |
|
PAYPAL HOLDINGS, INC. | -1.9% |
|
ALPHABET INC. CLASS A | -1.8% |