Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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25
Number of overlapping holdings
24.8%
% of OEF's 101 holdings also in SFYF
51.0%
% 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 | |
|---|---|---|---|---|
 |
NVIDIA CORP | 7.3% | 9.9% | 7.3% |
|
APPLE INC | 8.3% | 5.2% | 5.2% |
|
AMAZON.COM INC | 5.7% | 5.0% | 5.0% |
|
MICROSOFT CORP | 10.6% | 4.9% | 4.9% |
|
META PLATFORMS INC | 3.9% | 4.7% | 3.9% |
Position Highlights (Non-Overlapping Exposures)
OEF Overweight Relative to SFYF
|
MICROSOFT CORP | 5.7% |
|
APPLE INC | 3.1% |
|
ALPHABET INC. CLASS C | 2.6% |
|
ELI LILLY & CO | 2.1% |
|
BROADCOM INC. | 2.0% |
|
JPMORGAN CHASE & CO | 1.9% |
|
VISA INC. CLASS A | 1.5% |
|
UNITEDHEALTH GROUP INC | 1.4% |
|
MASTERCARD INCORPORATED CLASS A | 1.3% |
|
PROCTER & GAMBLE CO/THE | 1.2% |
OEF Underweight Relative to SFYF
|
TESLA MOTORS INC | -8.5% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -4.0% |
|
COINBASE GLOBAL, INC. CLASS A | -3.7% |
|
RIVIAN AUTOMOTIVE, INC. CLASS A | -3.0% |
|
ADVANCED MICRO DEVICES | -2.7% |
|
NVIDIA CORP | -2.6% |
|
WALT DISNEY CO/THE | -2.3% |
 |
NU HOLDINGS LTD. CLASS A | -2.2% |
|
ALPHABET INC. CLASS A | -2.1% |
|
COSTCO WHOLESALE CORP | -1.7% |