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
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 | 11.1% | 9.5% | 9.5% |
|
MICROSOFT CORP | 10.3% | 4.7% | 4.7% |
|
AMAZON.COM INC | 4.6% | 5.1% | 4.6% |
|
NVIDIA CORP | 4.0% | 6.0% | 4.0% |
|
ALPHABET INC. CLASS A | 3.1% | 5.0% | 3.1% |
Position Highlights (Non-Overlapping Exposures)
OEF Overweight Relative to SFYF
|
MICROSOFT CORP | 5.6% |
|
ALPHABET INC. CLASS C | 2.7% |
|
UNITEDHEALTH GROUP INC | 1.9% |
|
JPMORGAN CHASE & CO | 1.7% |
|
APPLE INC | 1.6% |
|
VISA INC-CLASS A SHARES | 1.5% |
|
ELI LILLY & CO | 1.4% |
|
PROCTER & GAMBLE CO/THE | 1.4% |
|
BROADCOM INC. | 1.4% |
|
MASTERCARD INC-CLASS A | 1.3% |
OEF Underweight Relative to SFYF
|
TESLA MOTORS INC | -9.2% |
|
RIVIAN AUTOMOTIVE, INC. CLASS A | -4.6% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -3.4% |
 |
NU HOLDINGS LTD. CLASS A | -2.4% |
|
WALT DISNEY CO/THE | -2.2% |
|
SHOPIFY, INC. CLASS A | -2.1% |
|
NVIDIA CORP | -2.1% |
|
GAMESTOP CORP-CLASS A | -2.0% |
|
ALPHABET INC. CLASS A | -2.0% |
|
ADVANCED MICRO DEVICES | -2.0% |