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 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%
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