Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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10
Number of overlapping holdings
40.0%
% of SDEP's 25 holdings also in GDIV
22.2%
% of GDIV's 48 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 | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 4.1% | 6.1% | 4.1% |
|
BROADCOM INC. | 4.1% | 4.7% | 4.1% |
|
APPLE INC | 3.9% | 5.0% | 3.9% |
|
UNITEDHEALTH GROUP INC | 3.9% | 3.3% | 3.3% |
|
ELI LILLY & CO | 4.2% | 3.2% | 3.2% |
Position Highlights (Non-Overlapping Exposures)
SDEP Overweight Relative to GDIV
|
NVIDIA CORP | 4.6% |
|
COSTCO WHOLESALE CORP | 4.1% |
|
VISA INC. CLASS A | 4.1% |
|
ALPHABET INC. CLASS C | 4.1% |
|
HOME DEPOT INC | 4.1% |
|
JOHNSON & JOHNSON | 4.1% |
|
AUTOMATIC DATA PROCESSING | 4.0% |
|
MASTERCARD INCORPORATED CLASS A | 4.0% |
|
LOCKHEED MARTIN CORP | 4.0% |
|
PROCTER & GAMBLE CO/THE | 4.0% |
SDEP Underweight Relative to GDIV
|
INTL BUSINESS MACHINES CORP | -3.5% |
|
ARTHUR J GALLAGHER & CO | -3.3% |
|
MERCK & CO. INC. | -2.6% |
|
CDW CORP/DE | -2.6% |
|
MICROCHIP TECHNOLOGY INC | -2.5% |
|
PRIMERICA INC | -2.5% |
|
CELANESE CORP-SERIES A | -2.4% |
|
IDEX CORP | -2.3% |
|
GILEAD SCIENCES INC | -2.2% |
|
AMERICAN INTERNATIONAL GROUP | -2.2% |