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   

22

Number of overlapping holdings

22.0%

% of OUSA's 100 holdings also in SDEP

88.0%

% of SDEP's 25 holdings also in OUSA

Overlap by Weight
Sector Drift (OUSA minus SDEP)
Overlapping Holdings

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Company Weight
in OUSA
Weight
in SDEP
Overlap
MICROSOFT CORP 5.9% 4.1% 4.1%
BROADCOM INC. 4.7% 4.1% 4.1%
APPLE INC 5.1% 3.9% 3.9%
ELI LILLY & CO 3.8% 4.2% 3.8%
VISA INC. CLASS A 3.8% 4.1% 3.8%

Position Highlights (Non-Overlapping Exposures)
OUSA Overweight Relative to SDEP
JPMORGAN CHASE & CO 4.3%
VERIZON COMMUNICATIONS INC 4.1%
NEXTERA ENERGY GROUP 1.8%
MICROSOFT CORP 1.8%
MERCK & CO. INC. 1.6%
ORACLE CORP 1.5%
ACCENTURE PLC-CL A 1.4%
APPLE INC 1.2%
WAL-MART STORES INC 1.2%
LOWE'S COS INC 1.1%
OUSA Underweight Relative to SDEP
NVIDIA CORP -4.6%
ALPHABET INC. CLASS C -4.1%
CONOCOPHILLIPS -3.6%
AUTOMATIC DATA PROCESSING -3.3%
LOCKHEED MARTIN CORP -3.2%
PEPSICO INC -2.9%
COCA-COLA CO/THE -2.9%
NIKE INC -CL B -2.8%
COSTCO WHOLESALE CORP -2.6%
TEXAS INSTRUMENTS INC -2.6%
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