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   

10

Number of overlapping holdings

37.0%

% of PZLD's 25 holdings also in SDEP

40.0%

% of SDEP's 25 holdings also in PZLD

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

Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.


Company Weight
in PZLD
Weight
in SDEP
Overlap
UNITED PARCEL SERVICE-CL B 4.1% 4.0% 4.0%
COCA-COLA CO/THE 3.9% 3.9% 3.9%
PROCTER & GAMBLE CO/THE 3.9% 3.9% 3.9%
PEPSICO INC 3.9% 4.0% 3.9%
EXXON MOBIL CORP 3.9% 3.9% 3.9%

Position Highlights (Non-Overlapping Exposures)
PZLD Overweight Relative to SDEP
COMCAST CORP-CL A 5.8%
3M CO 4.1%
UNION PACIFIC CORP 4.1%
CHEVRON CORP 3.9%
CHUBB LIMITED 3.7%
AFLAC INC 3.7%
CME GROUP INC 3.7%
JPMORGAN CHASE & CO 3.7%
AIR PRODUCTS & CHEMICALS INC 3.6%
ACCENTURE PLC-CL A 3.6%
PZLD Underweight Relative to SDEP
APPLE INC -4.2%
QUALCOMM INC -4.2%
META PLATFORMS INC -4.1%
S&P GLOBAL, INC. -4.1%
TARGET CORP -4.1%
MICROSOFT CORP -4.1%
COSTCO WHOLESALE CORP -4.1%
VISA INC-CLASS A SHARES -4.0%
MASTERCARD INC-CLASS A -4.0%
MCDONALD'S CORP -4.0%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY