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   

12

Number of overlapping holdings

48.0%

% of SDEP's 25 holdings also in GDIV

31.6%

% of GDIV's 38 holdings also in SDEP

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

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Company Weight
in SDEP
Weight
in GDIV
Overlap
APPLE INC 4.2% 5.3% 4.2%
MICROSOFT CORP 4.1% 5.0% 4.1%
BROADCOM INC. 4.0% 6.1% 4.0%
ELI LILLY & CO 4.0% 3.7% 3.7%
PEPSICO INC 4.0% 2.9% 2.9%

Position Highlights (Non-Overlapping Exposures)
SDEP Overweight Relative to GDIV
META PLATFORMS INC 4.1%
S&P GLOBAL, INC. 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%
TEXAS INSTRUMENTS INC 4.0%
PROCTER & GAMBLE CO/THE 3.9%
ABBOTT LABORATORIES 3.9%
EXXON MOBIL CORP 3.9%
SDEP Underweight Relative to GDIV
UNITEDHEALTH GROUP INC -3.9%
INTL BUSINESS MACHINES CORP -3.2%
CONOCOPHILLIPS -3.0%
ARTHUR J GALLAGHER & CO -3.0%
MICROCHIP TECHNOLOGY INC -2.9%
ABBVIE INC -2.7%
IDEX CORP -2.5%
NIKE INC -CL B -2.4%
AMERICAN FINANCIAL GROUP INC -2.3%
GILEAD SCIENCES INC -2.3%
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