Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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12

Number of overlapping holdings

6.6%

% of PALC's 182 holdings also in SDEP

48.0%

% of SDEP's 25 holdings also in PALC

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

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Company Weight
in PALC
Weight
in SDEP
Overlap
COMCAST CORP-CL A 1.5% 3.4% 1.5%
COCA-COLA CO/THE 0.7% 3.9% 0.7%
PROCTER & GAMBLE CO/THE 0.6% 4.0% 0.6%
JOHNSON & JOHNSON 0.6% 4.0% 0.6%
AUTOMATIC DATA PROCESSING 0.6% 3.9% 0.6%

Position Highlights (Non-Overlapping Exposures)
PALC Overweight Relative to SDEP
BERKSHIRE HATHAWAY INC-CL B 3.6%
EXXON MOBIL CORP 3.0%
CHEVRON CORP 2.5%
VERIZON COMMUNICATIONS INC 2.1%
BANK OF AMERICA CORP 2.1%
WELLS FARGO & CO 2.0%
CVS CAREMARK CORP 1.9%
AT&T INC 1.8%
CHUBB LIMITED 1.7%
CITIGROUP INC 1.3%
PALC Underweight Relative to SDEP
ALPHABET INC. CLASS C -5.2%
HOME DEPOT INC -4.1%
APPLE INC -4.1%
ELI LILLY & CO -4.1%
NVIDIA CORP -4.0%
BROADCOM INC. -4.0%
UNITEDHEALTH GROUP INC -4.0%
MICROSOFT CORP -3.9%
QUALCOMM INC -3.9%
ABBVIE INC -3.9%
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