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
37.5%
% of PZLD's 29 holdings also in SDEP
48.0%
% 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% | 3.8% | 3.8% | |
JOHNSON & JOHNSON | 3.1% | 4.1% | 3.1% | |
UNITEDHEALTH GROUP INC | 3.1% | 3.9% | 3.1% | |
ABBVIE INC | 3.1% | 4.2% | 3.1% | |
PROCTER & GAMBLE CO/THE | 2.5% | 4.0% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
PZLD Overweight Relative to SDEP
JPMORGAN CHASE & CO | 11.9% | |
T ROWE PRICE GROUP INC | 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
NVIDIA CORP | -4.6% | |
ELI LILLY & CO | -4.2% | |
COSTCO WHOLESALE CORP | -4.1% | |
MICROSOFT CORP | -4.1% | |
VISA INC. CLASS A | -4.1% | |
ALPHABET INC. CLASS C | -4.1% | |
AUTOMATIC DATA PROCESSING | -4.0% | |
MASTERCARD INCORPORATED CLASS A | -4.0% | |
QUALCOMM INC | -4.0% | |
APPLE INC | -3.9% |