Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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11
Number of overlapping holdings
34.4%
% of PZLD's 29 holdings also in SDEP
44.0%
% of SDEP's 25 holdings also in PZLD
Overlap by Weight
Sector Drift (PZLD minus SDEP)
Overlapping Holdings
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| Company | Weight in PZLD |
Weight in SDEP |
Overlap | |
|---|---|---|---|---|
 |
COMCAST CORP-CL A | 4.7% | 3.4% | 3.4% |
|
JOHNSON & JOHNSON | 3.1% | 4.0% | 3.1% |
|
UNITEDHEALTH GROUP INC | 3.1% | 4.0% | 3.1% |
|
ABBVIE INC | 3.1% | 3.9% | 3.1% |
|
PROCTER & GAMBLE CO/THE | 2.5% | 4.0% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
PZLD Overweight Relative to SDEP
|
T ROWE PRICE GROUP INC | 11.9% |
|
JPMORGAN CHASE & CO | 11.9% |
|
REALTY INCOME CORP | 4.1% |
|
CHEVRON CORP | 3.7% |
|
EXXON MOBIL CORP | 3.7% |
|
ABBOTT LABORATORIES | 3.1% |
 |
MEDTRONIC PLC | 3.1% |
|
BRISTOL-MYERS SQUIBB CO | 3.1% |
|
NEXTERA ENERGY GROUP | 2.5% |
|
SOUTHERN CO | 2.5% |
PZLD Underweight Relative to SDEP
|
ALPHABET INC. CLASS C | -5.2% |
|
APPLE INC | -4.1% |
|
TJX COMPANIES INC | -4.1% |
|
ELI LILLY & CO | -4.1% |
|
NVIDIA CORP | -4.0% |
|
AUTOMATIC DATA PROCESSING | -3.9% |
|
MICROSOFT CORP | -3.9% |
|
QUALCOMM INC | -3.9% |
|
VISA INC. CLASS A | -3.9% |
|
COSTCO WHOLESALE CORP | -3.9% |