Fund Overlap

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


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17

Number of overlapping holdings

13.8%

% of QUAL's 124 holdings also in SDEP

68.0%

% of SDEP's 25 holdings also in QUAL

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

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Company Weight
in QUAL
Weight
in SDEP
Overlap
META PLATFORMS INC 4.3% 4.1% 4.1%
HOME DEPOT INC 5.6% 4.1% 4.1%
MICROSOFT CORP 4.5% 4.1% 4.1%
APPLE INC 4.0% 4.2% 4.0%
VISA INC-CLASS A SHARES 3.0% 4.0% 3.0%

Position Highlights (Non-Overlapping Exposures)
QUAL Overweight Relative to SDEP
NVIDIA CORP 4.3%
UNITEDHEALTH GROUP INC 2.3%
ALPHABET INC. CLASS A 2.2%
BLACKROCK INC 2.1%
ALPHABET INC. CLASS C 2.0%
MARSH & MCLENNAN COS 1.7%
MARATHON PETROLEUM 1.5%
NIKE INC -CL B 1.5%
HOME DEPOT INC 1.5%
ILLINOIS TOOL WORKS 1.4%
QUAL Underweight Relative to SDEP
S&P GLOBAL, INC. -4.1%
PEPSICO INC -4.0%
MCDONALD'S CORP -4.0%
BROADCOM INC. -4.0%
UNITED PARCEL SERVICE-CL B -4.0%
PROCTER & GAMBLE CO/THE -3.9%
EXXON MOBIL CORP -3.9%
PHILIP MORRIS INTERNATIONAL -3.7%
TARGET CORP -3.3%
ABBOTT LABORATORIES -3.1%
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