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

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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%
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